Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Valtinson Bruner Financial Planning LLC
- $257 Million
- Q2 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 77,709 shares of BMAR stock, worth $3.89 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
77,709
Previous 78,537
1.05%
Holding current value
$3.89 Million
Previous $3.58 Million
6.54%
% of portfolio
1.48%
Previous 1.5%
Shares
16 transactions
Others Institutions Holding BMAR
# of Institutions
108Shares Held
3.39MCall Options Held
0Put Options Held
0-
Brookstone Capital Management525KShares$26.3 Million0.39% of portfolio
-
Outlook Wealth Advisors, LLC424KShares$21.2 Million6.44% of portfolio
-
Penserra Capital Management LLC Orinda, CA356KShares$17.8 Million0.24% of portfolio
-
Macroview Investment Management LLC139KShares$6.95 Million5.71% of portfolio
-
Commonwealth Equity Services, LLC135KShares$6.75 Million0.01% of portfolio