Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History

Valtinson Bruner Financial Planning LLC

  • $257 Million
  • Q2 2025

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 14,221 shares of PFEB stock, worth $550,779. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,221
Previous 15,118 5.93%
Holding current value
$550,779
Previous $541,000 0.18%
% of portfolio
0.21%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$33.46 - $38.01 $30,013 - $34,094
-897 Reduced 5.93%
14,221 $540,000
Q1 2025

May 14, 2025
SELL
$35.54 - $37.44 $16,490 - $17,372
-464 Reduced 2.98%
15,118 $541,000
Q4 2024

Feb 10, 2025
BUY
$35.94 - $36.85 $14,196 - $14,555
395 Added 2.6%
15,582 $573,000
Q2 2024

Aug 05, 2024
SELL
$33.41 - $35.14 $24,155 - $25,406
-723 Reduced 4.54%
15,187 $533,000
Q2 2023

Jul 24, 2023
BUY
$29.2 - $30.79 $14,921 - $15,733
511 Added 3.32%
15,910 $489,000
Q1 2023

May 05, 2023
BUY
$28.16 - $29.33 $433,635 - $451,652
15,399 New
15,399 $450,000
Q4 2020

Jan 08, 2021
SELL
$24.85 - $26.23 $2.54 Million - $2.68 Million
-102,257 Closed
0 $0
Q3 2020

Nov 03, 2020
SELL
$24.26 - $25.41 $28,699 - $30,060
-1,183 Reduced 1.14%
102,257 $2.57 Million
Q2 2020

Aug 10, 2020
BUY
$21.1 - $24.67 $42,811 - $50,055
2,029 Added 2.0%
103,440 $2.59 Million
Q1 2020

May 05, 2020
BUY
$20.07 - $25.08 $2.04 Million - $2.54 Million
101,411 New
101,411 $2.32 Million

Others Institutions Holding PFEB

# of Institutions
229
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
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