Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Ultra Bu Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 5,626 shares of UJAN stock, worth $222,170. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,626
Previous 5,695
1.21%
Holding current value
$222,170
Previous $216,000
1.39%
% of portfolio
0.09%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.59MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA540KShares$21.3 Million4.13% of portfolio
-
Commonwealth Equity Services, LLC185KShares$7.3 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH169KShares$6.68 Million0.53% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA136KShares$5.37 Million0.34% of portfolio
-
Mgo One Seven LLC Beachwood, OH113KShares$4.48 Million0.17% of portfolio