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 TR | EMRGNG MKT JAN | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,290 | -1.39 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 52 | $2,426,215 | 107,736 | 0.00 | 107,736 | +Inf | 03-31-2024 | |
| LISTED FD TR | TRUESHARES STRCT | 53 | $2,384,204 | 60,815 | 0.00 | 0.00 | -1,097 | -1.77 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | 54 | $2,360,374 | 60,091 | 0.00 | 0.00 | -25,490 | -29.78 | 03-31-2024 |
