My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
A detailed history of My Personal Cfo, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, My Personal Cfo, LLC holds 58,020 shares of BJUL stock, worth $2.64 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
58,020
Previous 58,020
-0.0%
Holding current value
$2.64 Million
Previous $2.53 Million
2.01%
% of portfolio
1.4%
Previous 1.48%
Shares
8 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
3.97MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26.1 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.7 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.9 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.4 Million3.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ197KShares$8.97 Million0.02% of portfolio