Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 2024
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 60,103 shares of JULZ stock, worth $2.34 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
60,103
Previous 60,314
0.35%
Holding current value
$2.34 Million
Previous $2.35 Million
0.34%
% of portfolio
1.01%
Previous 1.26%
Shares
14 transactions
Others Institutions Holding JULZ
# of Institutions
28Shares Held
578KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC195KShares$7.59 Million0.08% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO113KShares$4.39 Million3.0% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA39.8KShares$1.55 Million1.4% of portfolio
-
Wealth Enhancement Advisory Services, LLC25.2KShares$981,5830.0% of portfolio
-
Summit Wealth Partners, LLC Orlando, FL18.7KShares$728,3310.15% of portfolio