Valtinson Bruner Financial Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
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 106,603 shares of BUFG stock, worth $2.56 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
106,603
Previous 107,736
1.05%
Holding current value
$2.56 Million
Previous $2.43 Million
1.94%
% of portfolio
1.33%
Previous 1.31%
Shares
11 transactions
Others Institutions Holding BUFG
# of Institutions
79Shares Held
7.81MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC978KShares$23.5 Million0.04% of portfolio
-
Cwm, LLC788KShares$18.9 Million0.09% of portfolio
-
Envestnet Asset Management Inc734KShares$17.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC553KShares$13.3 Million0.01% of portfolio
-
Centennial Wealth Advisory LLC439KShares$10.5 Million4.45% of portfolio