Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UJAN
# of Institutions
88Shares Held
3.56MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA497KShares$18.6 Million4.09% of portfolio
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Brookstone Capital Management455KShares$17 Million0.33% of portfolio
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Envestnet Asset Management Inc266KShares$9.91 Million0.0% of portfolio
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Commonwealth Equity Services, LLC264KShares$9.87 Million0.02% of portfolio
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Strategic Blueprint, LLC Atlanta, GA165KShares$6.16 Million0.45% of portfolio