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 $2.32 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
50,760
Previous 52,310
2.96%
Holding current value
$2.32 Million
Previous $2.26 Million
1.2%
% of portfolio
1.33%
Previous 1.29%
Shares
8 transactions
Others Institutions Holding BMAR
# of Institutions
100Shares Held
2.62MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC387KShares$17.7 Million6.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA292KShares$13.4 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.28 Million0.33% of portfolio