Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 60,815 shares of JULZ stock, worth $2.37 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
60,815
Previous 61,183
0.6%
Holding current value
$2.37 Million
Previous $2.21 Million
7.73%
% of portfolio
1.29%
Previous 1.32%
Shares
12 transactions
Others Institutions Holding JULZ
# of Institutions
15Shares Held
234KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC103KShares$3.99 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ18.6KShares$721,4090.0% of portfolio
-
Weaver Consulting Group14.1KShares$548,8540.22% of portfolio
-
Insight 2811, Inc. Chicago, IL10.7KShares$417,2110.21% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH9.19KShares$357,3990.05% of portfolio