Valtinson Bruner Financial Planning LLC First Tr Ex Td Viii Ft Cboe Ve 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 Td Viii Ft Cboe Ve stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 327,837 shares of BUFR stock, worth $9.76 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
327,837
Previous 280,066
17.06%
Holding current value
$9.76 Million
Previous $7.83 Million
21.09%
% of portfolio
5.09%
Previous 4.22%
Shares
5 transactions
Others Institutions Holding BUFR
# of Institutions
327Shares Held
130MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC29.6MShares$880 Million0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL7.35MShares$219 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC6.55MShares$195 Million0.3% of portfolio
-
Envestnet Asset Management Inc5.4MShares$161 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.55MShares$136 Million0.32% of portfolio