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 151,674 shares of POCT stock, worth $5.88 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
151,674
Previous 152,476 0.53%
Holding current value
$5.88 Million
Previous $5.72 Million 1.59%
% of portfolio
3.12%
Previous 3.08%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$37.05 - $38.29 $29,714 - $30,708
-802 Reduced 0.53%
151,674 $5.81 Million
Q1 2024

Apr 29, 2024
SELL
$35.88 - $37.5 $76,101 - $79,537
-2,121 Reduced 1.37%
152,476 $5.72 Million
Q4 2023

Feb 06, 2024
SELL
$33.24 - $36.16 $20,941 - $22,780
-630 Reduced 0.41%
154,597 $5.58 Million
Q3 2023

Oct 24, 2023
SELL
$33.33 - $34.11 $88,591 - $90,664
-2,658 Reduced 1.68%
155,227 $5.27 Million
Q2 2023

Jul 24, 2023
SELL
$31.61 - $33.47 $13,212 - $13,990
-418 Reduced 0.26%
157,885 $5.28 Million
Q1 2023

May 05, 2023
SELL
$29.91 - $31.63 $41,455 - $43,839
-1,386 Reduced 0.87%
158,303 $5.01 Million
Q4 2022

Jan 19, 2023
BUY
$28.48 - $30.65 $4.13 Million - $4.44 Million
145,006 Added 987.58%
159,689 $0
Q3 2022

Nov 09, 2022
SELL
$28.19 - $29.67 $5,807 - $6,112
-206 Reduced 1.38%
14,683 $420,000
Q1 2022

Apr 15, 2022
SELL
$29.01 - $30.55 $7,252 - $7,637
-250 Reduced 1.65%
14,889 $445,000
Q3 2021

Oct 21, 2021
SELL
$29.07 - $29.35 $16,453 - $16,612
-566 Reduced 3.6%
15,139 $453,000
Q2 2021

Jul 28, 2021
SELL
$28.56 - $29.12 $1.85 Million - $1.88 Million
-64,705 Reduced 80.47%
15,705 $458,000
Q1 2021

Apr 16, 2021
SELL
$27.5 - $28.5 $12,622 - $13,081
-459 Reduced 0.57%
80,410 $2.31 Million
Q4 2020

Jan 08, 2021
SELL
$26.07 - $27.82 $3,649 - $3,894
-140 Reduced 0.17%
80,869 $2.26 Million
Q3 2020

Nov 03, 2020
BUY
$25.21 - $26.41 $142,310 - $149,084
5,645 Added 7.49%
81,009 $2.13 Million
Q2 2020

Aug 10, 2020
SELL
$22.0 - $25.52 $2,332 - $2,705
-106 Reduced 0.14%
75,364 $1.95 Million
Q1 2020

May 05, 2020
SELL
$20.78 - $25.59 $5,278 - $6,499
-254 Reduced 0.34%
75,470 $1.8 Million
Q4 2019

Jan 07, 2020
SELL
$24.52 - $25.47 $931 - $967
-38 Reduced 0.05%
75,724 $1.91 Million
Q3 2019

Oct 17, 2019
BUY
$24.5 - $25.45 $1.3 Million - $1.35 Million
53,035 Added 233.36%
75,762 $1.89 Million
Q2 2019

Jul 17, 2019
BUY
$24.22 - $25.16 $550,447 - $571,811
22,727 New
22,727 $569,000

Others Institutions Holding POCT

# of Institutions
179
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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