Valtinson Bruner Financial Planning LLC Innovator Etfs Tr Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
Shares
8 transactions
Others Institutions Holding IJUL
# of Institutions
90Shares Held
4.79MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$39.7 Million5.58% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ287KShares$8.57 Million0.02% of portfolio
-
Lantz Financial LLC284KShares$8.46 Million2.21% of portfolio
-
Berger Financial Group, Inc Plymouth, MN224KShares$6.69 Million0.51% of portfolio
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High Tower Advisors, LLC Chicago, IL223KShares$6.66 Million0.01% of portfolio