Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Call Options Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
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