Valtinson Bruner Financial Planning LLC Invesco Indx Tr Transaction History

Valtinson Bruner Financial Planning LLC

  • $239 Million
  • Q1 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 19,940 shares of BSJR stock, worth $450,245. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,940
Previous 17,636 13.06%
Holding current value
$450,245
Previous $395,000 12.91%
% of portfolio
0.19%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$22.4 - $22.69 $51,609 - $52,277
2,304 Added 13.06%
19,940 $446,000
Q4 2024

Feb 10, 2025
BUY
$22.37 - $22.7 $394,517 - $400,337
17,636 New
17,636 $395,000

Others Institutions Holding BSJR

# of Institutions
126
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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