Valtinson Bruner Financial Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 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 106,162 shares of BUFG stock, worth $2.63 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
106,162
Previous 106,603
0.41%
Holding current value
$2.63 Million
Previous $2.47 Million
3.48%
% of portfolio
1.11%
Previous 1.33%
Shares
12 transactions
Others Institutions Holding BUFG
# of Institutions
86Shares Held
8.1MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC962KShares$23.8 Million0.04% of portfolio
-
Envestnet Asset Management Inc700KShares$17.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC675KShares$16.7 Million0.01% of portfolio
-
Cwm, LLC599KShares$14.9 Million0.06% of portfolio
-
Centennial Wealth Advisory LLC526KShares$13 Million5.01% of portfolio