Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Call Options Transaction History

Valtinson Bruner Financial Planning LLC

$242 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JULZ

# of Institutions

34

Shares Held

608K

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

206K
Shares

$8 Million
0.08% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

108K
Shares

$4.2 Million
2.33% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

37.8K
Shares

$1.47 Million
1.34% of portfolio
True Mark Investments, LLC Chicago, IL

24.7K
Shares

$962,021
0.26% of portfolio
B.O.S.S. Retirement Advisors, LLC Lehi, UT

20.9K
Shares

$812,178
0.24% of portfolio

About LISTED FDS TR TRUESHARES STRUC

Ticker JULZ
Sector Technology

More about JULZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.