My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $163 Million
- Q1 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 52,310 shares of BMAR stock, worth $2.27 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
52,310
Previous 35,200
48.61%
Holding current value
$2.27 Million
Previous $1.39 Million
56.31%
% of portfolio
1.34%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding BMAR
# of Institutions
97Shares Held
3.32MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC374KShares$16.2 Million5.83% of portfolio
-
Brookstone Capital Management352KShares$15.3 Million0.29% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.4 Million1.83% of portfolio
-
Penserra Capital Management LLC Orinda, CA210KShares$9.1 Million0.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ133KShares$5.75 Million0.01% of portfolio