Valtinson Bruner Financial Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Valtinson Bruner Financial Planning LLC
- $239 Million
- Q1 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 107,922 shares of BUFG stock, worth $2.76 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
107,922
Previous 107,922
-0.0%
Holding current value
$2.76 Million
Previous $2.64 Million
2.91%
% of portfolio
1.07%
Previous 1.09%
Shares
13 transactions
Others Institutions Holding BUFG
# of Institutions
96Shares Held
8.31MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC1.04MShares$26.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC824KShares$21 Million0.01% of portfolio
-
Envestnet Asset Management Inc730KShares$18.6 Million0.01% of portfolio
-
Centennial Wealth Advisory LLC542KShares$13.8 Million4.94% of portfolio
-
Cetera Investment Advisers Schaumburg, IL439KShares$11.2 Million0.02% of portfolio