Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Valtinson Bruner Financial Planning LLC

$239 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BMAR

# of Institutions

114

Shares Held

3.25M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

415K
Shares

$20.6 Million
6.33% of portfolio
Penserra Capital Management LLC Orinda, CA

388K
Shares

$19.3 Million
0.32% of portfolio
Mc Elhenny Sheffield Capital Management, LLC

231K
Shares

$11.5 Million
0.36% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

142K
Shares

$7.03 Million
0.02% of portfolio
Macroview Investment Management LLC

139K
Shares

$6.89 Million
5.71% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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