Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 15,187 shares of PFEB stock, worth $543,238. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,187
Previous 15,910
4.54%
Holding current value
$543,238
Previous $543,000
1.84%
% of portfolio
0.29%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding PFEB
# of Institutions
191Shares Held
16MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$106 Million0.04% of portfolio
-
Gradient Investments LLC2.25MShares$80.4 Million2.25% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.04MShares$37.2 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ889KShares$31.8 Million0.08% of portfolio
-
Janney Montgomery Scott LLC561KShares$20.1 Million0.06% of portfolio