Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 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 60,314 shares of JULZ stock, worth $2.35 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
60,314
Previous 60,815
0.82%
Holding current value
$2.35 Million
Previous $2.38 Million
1.59%
% of portfolio
1.26%
Previous 1.29%
Shares
13 transactions
Others Institutions Holding JULZ
# of Institutions
21Shares Held
448KCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO113KShares$4.39 Million3.0% of portfolio
-
Ae Wealth Management LLC108KShares$4.21 Million0.05% 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