My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $187 Million
- Q1 2025
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 $2.74 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
58,020
Previous 58,020
-0.0%
Holding current value
$2.74 Million
Previous $2.59 Million
3.09%
% of portfolio
1.34%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$26.6 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA400KShares$18.9 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.264KShares$12.4 Million3.74% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$11.8 Million0.03% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.77 Million0.85% of portfolio