Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Ultra Bu Transaction History
Valtinson Bruner Financial Planning LLC
- $239 Million
- Q1 2025
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 $227,009. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,626
Previous 5,626
-0.0%
Holding current value
$227,009
Previous $219,000
2.28%
% of portfolio
0.09%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding UJAN
# of Institutions
100Shares Held
5.35MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.44MShares$58.3 Million0.91% of portfolio
-
Talon Private Wealth, LLC The Villages, FL853KShares$34.4 Million4.36% of portfolio
-
Fermata Advisors, LLC Sonoma, CA499KShares$20.1 Million3.84% of portfolio
-
Commonwealth Equity Services, LLC225KShares$9.08 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH183KShares$7.4 Million0.55% of portfolio