Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 22,270 shares of BSEP stock, worth $908,615. This represents 0.47% of its overall portfolio holdings.
Number of Shares
22,270
Previous 77,836
71.39%
Holding current value
$908,615
Previous $2.86 Million
69.39%
% of portfolio
0.47%
Previous 1.7%
Shares
16 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.25 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.06 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.62 Million0.01% of portfolio