My Personal Cfo, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
My Personal Cfo, LLC
- $206 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BAPR
# of Institutions
107Shares Held
7.41MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.22MShares$102 Million33.39% of portfolio
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Gradient Investments LLC1.04MShares$47.5 Million1.06% of portfolio
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Brookstone Capital Management554KShares$25.4 Million0.38% of portfolio
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Commonwealth Equity Services, LLC482KShares$22.1 Million0.03% of portfolio
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Penserra Capital Management LLC Orinda, CA381KShares$17.5 Million0.24% of portfolio