Valtinson Bruner Financial Planning LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 5,310 shares of FJUL stock, worth $258,278. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,310
Previous 5,310
-0.0%
Holding current value
$258,278
Previous $244,000
4.51%
% of portfolio
0.11%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding FJUL
# of Institutions
144Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.7 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$22.8 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.7 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.5 Million7.38% of portfolio