My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $172 Million
- Q3 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 $2.63 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
58,020
Previous 46,920
23.66%
Holding current value
$2.63 Million
Previous $1.96 Million
29.29%
% of portfolio
1.48%
Previous 1.12%
Shares
8 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
4.54MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26 Million0.04% of portfolio
-
Brookstone Capital Management374KShares$17 Million0.27% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.6 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