Valtinson Bruner Financial Planning LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 76,729 shares of FOCT stock, worth $3.38 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
76,729
Previous 78,719
2.53%
Holding current value
$3.38 Million
Previous $3.33 Million
1.68%
% of portfolio
1.35%
Previous 1.44%
Shares
16 transactions
Others Institutions Holding FOCT
# of Institutions
129Shares Held
5.65MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc563KShares$24.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL531KShares$23.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL455KShares$20 Million0.04% of portfolio
-
Le Clair Wealth Partners LLC Dublin, OH285KShares$12.6 Million8.1% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY273KShares$12 Million0.24% of portfolio