Valtinson Bruner Financial Planning LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History

Valtinson Bruner Financial Planning LLC

$186 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$22.99 - $23.95 $200,817 - $209,203	8,735 New	8,735 $202,000

Others Institutions Holding SEIX

# of Institutions

46

Shares Held

2.71M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

418K
Shares

$9.97 Million
0.05% of portfolio
Ignite Planners, LLC

276K
Shares

$6.59 Million
1.57% of portfolio
Hightower 6 M Holding, LLC

258K
Shares

$6.15 Million
0.54% of portfolio
Ae Wealth Management LLC

214K
Shares

$5.12 Million
0.06% of portfolio
Virtus Fund Advisers, LLC Hartford, CT

210K
Shares

$5.02 Million
20.07% of portfolio

About VIRTUS ETF TR II SEIX SR LN ET

Ticker SEIX
Sector ETFs
Industry ETFs

More about SEIX

Track This Portfolio

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.