Valtinson Bruner Financial Planning LLC Innovator Laddered Fund Of U.S Transaction History

Valtinson Bruner Financial Planning LLC

  • $239 Million
  • Q1 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 121,216 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
121,216
Previous 122,110 0.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-894 Reduced 0.73%
121,216 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-6,839 Reduced 5.3%
122,110 $0
Q3 2024

Nov 05, 2024
SELL
N/A
-823 Reduced 0.63%
128,949 $0
Q2 2024

Aug 05, 2024
SELL
N/A
-1,509 Reduced 1.15%
129,772 $0
Q1 2024

Apr 29, 2024
SELL
N/A
-1,249 Reduced 0.94%
131,281 $0
Q4 2023

Feb 06, 2024
BUY
N/A
3,556 Added 2.76%
132,530 $0
Q3 2023

Oct 24, 2023
SELL
N/A
-3,457 Reduced 2.61%
128,974 $0
Q2 2023

Jul 24, 2023
SELL
N/A
-651 Reduced 0.49%
132,431 $0
Q1 2023

May 05, 2023
SELL
N/A
-944 Reduced 0.7%
133,082 $0
Q4 2022

Jan 19, 2023
BUY
N/A
134,026 New
134,026 $0
Q2 2021

Jul 28, 2021
SELL
N/A
-10,939 Closed
0 $0
Q1 2021

Apr 16, 2021
SELL
N/A
-255,610 Reduced 95.9%
10,939 $292,000
Q4 2020

Jan 08, 2021
SELL
N/A
-1,750 Reduced 0.65%
266,549 $6.98 Million
Q3 2020

Nov 03, 2020
BUY
N/A
54,764 Added 25.65%
268,299 $6.52 Million
Q2 2020

Aug 10, 2020
BUY
N/A
329 Added 0.15%
213,535 $5.35 Million
Q4 2019

Jan 07, 2020
BUY
N/A
213,206 New
213,206 $5.39 Million

Others Institutions Holding KOCT

# of Institutions
95
Shares Held
2.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR LADDERED FUND OF U.S

KOCT Quotes by TradingView
  • Ticker KOCT
More about KOCT
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