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
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
7 Added 0.06%
11,007 $547,000
Q3 2022

Oct 18, 2022

BUY
N/A
4,000 Added 57.14%
11,000 $332,000
Q2 2022

Aug 03, 2022

BUY
N/A
7,000 New
7,000 $217,000
Q2 2022

Jul 08, 2022

SELL
N/A
-7,000 Closed
0 $0
Q4 2021

Apr 29, 2022

BUY
N/A
7,000 New
7,000 $242,000

Others Institutions Holding BMAR

About INNOVATOR U.S. EQUITY BUFFER E


  • Ticker BMAR
  • Sector ETFs
  • Industry ETFs
More about BMAR
Track This Portfolio

Track My Personal Cfo, LLC Portfolio

Follow My Personal Cfo, LLC and customize your updates to receive the information that matters most to you.

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.