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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 151 | $388,868 | 11,265 | 0.00 | 0.00 | -1,051 | -8.53 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 152 | $372,365 | 7,359 | 0.00 | 0.00 | 142 | 1.97 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US BUF | Liquidated | $0 | 0 | 0.00 | 0.00 | -288 | -2.91 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 154 | $346,764 | 9,475 | 0.00 | 0.00 | -4,608 | -32.72 | 03-31-2024 |
