VBFP
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Valtinson Bruner Financial Planning’s Lumen LUMN Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,877
Closed -$17K – 127
2024
Q1 		$17K Buy
+10,877
New +$17K 0.01% 121
2022
Q4 		– Sell
-11,013
Closed -$80K – 118
2022
Q3 		$80K Hold
11,013
– – 0.05% 102
2022
Q2 		$120K Hold
11,013
– – 0.07% 97
2022
Q1 		$126K Hold
11,013
– – 0.07% 94
2021
Q4 		$138K Hold
11,013
– – 0.08% 96
2021
Q3 		$140K Hold
11,013
– – 0.08% 94
2021
Q2 		$141K Hold
11,013
– – 0.08% 85
2021
Q1 		$139K Buy
+11,013
New +$137K 0.08% 83

Other funds holding LUMN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return