Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E 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 Buffer E stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 78,537 shares of BMAR stock, worth $3.9 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
78,537
Previous 78,711
0.22%
Holding current value
$3.9 Million
Previous $3.64 Million
1.62%
% of portfolio
1.5%
Previous 1.5%
Shares
15 transactions
Others Institutions Holding BMAR
# of Institutions
114Shares Held
3.25MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC415KShares$20.6 Million6.33% of portfolio
-
Penserra Capital Management LLC Orinda, CA388KShares$19.3 Million0.32% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC231KShares$11.5 Million0.36% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$7.03 Million0.02% of portfolio
-
Macroview Investment Management LLC139KShares$6.89 Million5.71% of portfolio