Valtinson Bruner Financial Planning LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Valtinson Bruner Financial Planning LLC

$231 Million
Q3 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 9,076 shares of GWX stock, worth $289,705. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,076

Previous 9,139 0.69%

Holding current value

$289,705

Previous $290,000 6.55%

% of portfolio

0.13%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$30.27 - $34.42 $1,907 - $2,168	-63 Reduced 0.69%	9,076 $309,000
Q2 2024 Aug 05, 2024	SELL	$30.89 - $32.89 $27,986 - $29,798	-906 Reduced 9.02%	9,139 $290,000
Q1 2024 Apr 29, 2024	SELL	$30.16 - $32.57 $1,809 - $1,954	-60 Reduced 0.59%	10,045 $326,000
Q4 2023 Feb 06, 2024	SELL	$27.19 - $31.79 $4,051 - $4,736	-149 Reduced 1.45%	10,105 $320,000
Q3 2023 Oct 24, 2023	SELL	$29.06 - $31.84 $1,917 - $2,101	-66 Reduced 0.64%	10,254 $298,000
Q2 2023 Jul 24, 2023	SELL	$29.92 - $31.69 $10,741 - $11,376	-359 Reduced 3.36%	10,320 $314,000
Q1 2023 May 05, 2023	SELL	$29.24 - $32.3 $3,011 - $3,326	-103 Reduced 0.96%	10,679 $330,000
Q4 2022 Jan 19, 2023	SELL	$25.66 - $30.49 $12,599 - $14,970	-491 Reduced 4.36%	10,782 $0
Q3 2022 Nov 09, 2022	SELL	$25.93 - $31.72 $4,978 - $6,090	-192 Reduced 1.67%	11,273 $294,000
Q2 2022 Aug 08, 2022	SELL	$28.6 - $35.75 $9,666 - $12,083	-338 Reduced 2.86%	11,465 $332,000
Q1 2022 Apr 15, 2022	SELL	$33.01 - $37.92 $5,017 - $5,763	-152 Reduced 1.27%	11,803 $405,000
Q4 2021 Jan 18, 2022	SELL	$36.31 - $39.79 $6,971 - $7,639	-192 Reduced 1.58%	11,955 $452,000
Q3 2021 Oct 21, 2021	SELL	$37.38 - $40.51 $3,401 - $3,686	-91 Reduced 0.74%	12,147 $480,000
Q2 2021 Jul 28, 2021	SELL	$37.72 - $39.98 $13,767 - $14,592	-365 Reduced 2.9%	12,238 $472,000
Q1 2021 Apr 16, 2021	SELL	$35.2 - $38.15 $31,926 - $34,602	-907 Reduced 6.71%	12,603 $488,000
Q4 2020 Jan 08, 2021	SELL	$29.48 - $35.54 $9,846 - $11,870	-334 Reduced 2.41%	13,510 $490,000
Q3 2020 Nov 03, 2020	SELL	$27.42 - $30.98 $86,126 - $97,308	-3,141 Reduced 18.49%	13,844 $412,000
Q2 2020 Aug 10, 2020	SELL	$21.47 - $29.14 $163,665 - $222,134	-7,623 Reduced 30.98%	16,985 $499,000
Q1 2020 May 05, 2020	SELL	$19.49 - $32.08 $21,848 - $35,961	-1,121 Reduced 4.36%	24,608 $608,000
Q4 2019 Jan 07, 2020	BUY	$28.88 - $32.23 $4,967 - $5,543	172 Added 0.67%	25,729 $814,000
Q3 2019 Oct 17, 2019	BUY	$29.18 - $29.78 $745,753 - $761,087	25,557 New	25,557 $759,000

Others Institutions Holding GWX

# of Institutions

228

Shares Held

14.5M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FD SPDR S&P INT

Ticker GWX
Sector ETFs
Industry ETFs

More about GWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Account

Valtinson Bruner Financial Planning LLC Spdr Index Shs Fd Spdr S&P Int Transaction History