Valtinson Bruner Financial Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Valtinson Bruner Financial Planning LLC
- $272 Million
- Q3 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 109,147 shares of BUFG stock, worth $2.95 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
109,147
Previous 107,921
1.14%
Holding current value
$2.95 Million
Previous $2.76 Million
6.68%
% of portfolio
1.08%
Previous 1.07%
Shares
15 transactions
Others Institutions Holding BUFG
# of Institutions
86Shares Held
8.26MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.12MShares$30.4 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC984KShares$26.6 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC787KShares$21.3 Million0.01% of portfolio
-
Centennial Wealth Advisory LLC606KShares$16.4 Million5.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL406KShares$11 Million0.01% of portfolio