Valtinson Bruner Financial Planning LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 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 441,823 shares of BUFR stock, worth $13.4 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
441,823
Previous 327,837
34.77%
Holding current value
$13.4 Million
Previous $9.48 Million
39.29%
% of portfolio
5.71%
Previous 5.09%
Shares
6 transactions
Others Institutions Holding BUFR
# of Institutions
354Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$251 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$224 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$189 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$153 Million0.36% of portfolio