Valtinson Bruner Financial Planning LLC First Tr Exch Tr Fd Viii Cboe Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Exch Tr Fd Viii Cboe stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 9,395 shares of FMAY stock, worth $419,486. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,395
Previous 9,595
2.08%
Holding current value
$419,486
Previous $397,000
2.27%
% of portfolio
0.22%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding FMAY
# of Institutions
89Shares Held
3.6MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC598KShares$26.7 Million0.04% of portfolio
-
Focus Wealth Advisors, LLC460KShares$20.5 Million11.52% of portfolio
-
Mc Carthy & Cox Marysville, OH233KShares$10.4 Million3.81% of portfolio
-
Keystone Wealth Services, LLC159KShares$7.09 Million2.42% of portfolio
-
Tanglewood Legacy Advisors, LLC Houston, TX152KShares$6.79 Million3.24% of portfolio