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

Valtinson Bruner Financial Planning LLC

  • $185 Million
  • Q1 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 5,848 shares of PJUL stock, worth $229,884. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,848
Previous 5,918 1.18%
Holding current value
$229,884
Previous $214,000 3.74%
% of portfolio
0.12%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$35.81 - $37.98 $2,506 - $2,658
-70 Reduced 1.18%
5,848 $222,000
Q4 2023

Feb 06, 2024
SELL
$32.94 - $36.21 $1,647 - $1,810
-50 Reduced 0.84%
5,918 $214,000
Q2 2023

Jul 24, 2023
BUY
$31.38 - $34.22 $187,275 - $204,224
5,968 New
5,968 $204,000
Q4 2022

Jan 19, 2023
SELL
$29.49 - $30.97 $35,122 - $36,885
-1,191 Reduced 14.87%
6,820 $0
Q3 2022

Nov 09, 2022
BUY
$29.13 - $31.19 $233,360 - $249,863
8,011 New
8,011 $229,000
Q2 2021

Jul 28, 2021
SELL
$29.37 - $29.64 $298,575 - $301,320
-10,166 Closed
0 $0
Q1 2021

Apr 16, 2021
SELL
$28.6 - $29.33 $977,176 - $1 Million
-34,167 Reduced 77.07%
10,166 $299,000
Q3 2020

Nov 03, 2020
SELL
$26.82 - $28.0 $49,536 - $51,716
-1,847 Reduced 4.0%
44,333 $1.22 Million
Q2 2020

Aug 10, 2020
SELL
$23.42 - $27.27 $28,033 - $32,642
-1,197 Reduced 2.53%
46,180 $1.27 Million
Q1 2020

May 05, 2020
SELL
$22.21 - $27.14 $6,485 - $7,924
-292 Reduced 0.61%
47,377 $1.21 Million
Q4 2019

Jan 07, 2020
SELL
$25.64 - $26.77 $2,461 - $2,569
-96 Reduced 0.2%
47,669 $1.28 Million
Q3 2019

Oct 17, 2019
BUY
$25.38 - $26.21 $1.21 Million - $1.25 Million
47,765 New
47,765 $1.25 Million

Others Institutions Holding PJUL

# of Institutions
211
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUL Quotes by TradingView
  • Ticker PJUL
  • Sector ETFs
  • Industry ETFs
More about PJUL
Track This Portfolio

Track Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email