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 22,180 shares of BSEP stock, worth $954,627. This represents 0.54% of its overall portfolio holdings.
Number of Shares
22,180
Previous 18,230
21.67%
Holding current value
$954,627
Previous $741,000
26.05%
% of portfolio
0.54%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17.1 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.3 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.83 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.78 Million0.82% of portfolio