My Personal Cfo, LLC Innovator U.S. Small Cap Power Call Options Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding KAPR
# of Institutions
91Shares Held
2.99MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC353KShares$11.8 Million1.63% of portfolio
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Commonwealth Equity Services, LLC227KShares$7.62 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ159KShares$5.35 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL154KShares$5.16 Million0.01% of portfolio
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Tradition Wealth Management, LLC145KShares$4.86 Million0.45% of portfolio