Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALTINSON BRUNER FINANCIAL PLANNING LLC | 04-29-2024 | 03-31-2024 | 121 | 234,711,187 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRACO INC | COM | 101 | $923,011 | 9,876 | 0.00 | 0.00 | -300 | -2.95 | 03-31-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | 102 | $896,109 | 20,343 | 0.00 | 0.00 | 11,302 | 125.01 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 103 | $877,203 | 26,115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | 104 | $874,815 | 22,270 | 0.00 | 0.00 | -54,968 | -71.17 | 03-31-2024 |
