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 22,180 shares of BSEP stock, worth $916,699. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,180
Previous 22,180
-0.0%
Holding current value
$916,699
Previous $951,000
2.63%
% of portfolio
0.49%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
113Shares Held
3.5MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$20.2 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA354KShares$14.6 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC286KShares$11.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.42 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY161KShares$6.65 Million0.02% of portfolio