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 214,655 shares of BMAY stock, worth $9.23 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
214,655
Previous 219,684
2.29%
Holding current value
$9.23 Million
Previous $8.71 Million
3.95%
% of portfolio
3.52%
Previous 3.64%
Shares
21 transactions
Others Institutions Holding BMAY
# of Institutions
95Shares Held
2.74MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA409KShares$17.6 Million0.24% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL183KShares$7.85 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC159KShares$6.83 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$6.07 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY102KShares$4.4 Million0.01% of portfolio