Valtinson Bruner Financial Planning LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 201,073 shares of BUFQ stock, worth $6.04 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
201,073
Previous 175,166
14.79%
Holding current value
$6.04 Million
Previous $4.96 Million
19.77%
% of portfolio
3.19%
Previous 2.68%
Shares
5 transactions
Others Institutions Holding BUFQ
# of Institutions
96Shares Held
18.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.59MShares$168 Million0.08% of portfolio
-
Kestra Advisory Services, LLC1.12MShares$33.7 Million0.19% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.02MShares$30.7 Million7.78% of portfolio
-
Envestnet Asset Management Inc837KShares$25.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC680KShares$20.4 Million0.03% of portfolio