Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Transaction History
Valtinson Bruner Financial Planning LLC
- $257 Million
- Q2 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 58,588 shares of JULZ stock, worth $2.28 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
58,588
Previous 59,177
1.0%
Holding current value
$2.28 Million
Previous $2.3 Million
1.0%
% of portfolio
0.89%
Previous 0.96%
Shares
17 transactions
Others Institutions Holding JULZ
# of Institutions
23Shares Held
403KCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO105KShares$4.07 Million2.16% of portfolio
-
Ae Wealth Management LLC91.1KShares$3.54 Million0.03% of portfolio
-
True Mark Investments, LLC Chicago, IL57.6KShares$2.24 Million0.54% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT14.8KShares$573,7440.18% of portfolio
-
Weaver Consulting Group14.2KShares$551,5760.19% of portfolio