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 50,760 shares of BMAR stock, worth $2.4 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

50,760

Previous 52,310 2.96%

Holding current value

$2.4 Million

Previous $2.26 Million 1.2%

% of portfolio

1.33%

Previous 1.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$41.71 - $45.02 $64,650 - $69,781	-1,550 Reduced 2.96%	50,760 $2.29 Million
Q1 2024 Apr 24, 2024	BUY	$39.28 - $41.67 $672,080 - $712,973	17,110 Added 48.61%	52,310 $2.18 Million
Q1 2023 Apr 21, 2023	BUY	$32.07 - $34.66 $775,869 - $838,529	24,193 Added 219.8%	35,200 $1.22 Million
Q3 2022 Oct 20, 2022	BUY	$30.16 - $34.05 $211 - $238	7 Added 0.06%	11,007 $547,000
Q3 2022 Oct 18, 2022	BUY	$30.16 - $34.05 $120,640 - $136,200	4,000 Added 57.14%	11,000 $332,000
Q2 2022 Aug 03, 2022	BUY	$30.23 - $35.19 $211,610 - $246,329	7,000 New	7,000 $217,000
Q2 2022 Jul 08, 2022	SELL	$30.23 - $35.19 $211,610 - $246,329	-7,000 Closed	0 $0
Q4 2021 Apr 29, 2022	BUY	$32.93 - $34.62 $230,510 - $242,339	7,000 New	7,000 $242,000

Others Institutions Holding BMAR

# of Institutions

Shares Held

2.57M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
Sector ETFs
Industry ETFs

More about BMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.

Account

My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History