My Personal Cfo, LLC Innovator U.S. Equity Power Bu Transaction History

My Personal Cfo, LLC

$172 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	SELL	$32.62 - $34.69 $12,330 - $13,112	-378 Reduced 4.23%	8,553 $296,000
Q1 2024 Apr 24, 2024	SELL	$32.46 - $33.59 $21,813 - $22,572	-672 Reduced 7.0%	8,931 $299,000
Q4 2023 Jan 22, 2024	SELL	$29.92 - $32.69 $31,206 - $34,095	-1,043 Reduced 9.8%	9,603 $313,000
Q3 2023 Nov 06, 2023	BUY	$30.49 - $31.35 $55,735 - $57,307	1,828 Added 20.73%	10,646 $325,000
Q2 2023 Jul 12, 2023	BUY	$29.28 - $30.9 $52,967 - $55,898	1,809 Added 25.81%	8,818 $272,000
Q1 2023 Apr 21, 2023	BUY	$28.04 - $29.43 $150,406 - $157,862	5,364 Added 326.08%	7,009 $206,000
Q4 2022 Jan 11, 2023	BUY	$26.55 - $28.53 $43,674 - $46,931	1,645 New	1,645 $0

Others Institutions Holding PAPR

# of Institutions

208

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.07M
Shares

$76.7 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

1.18M
Shares

$43.7 Million
0.06% of portfolio
Penserra Capital Management LLC Orinda, CA

1.12M
Shares

$41.7 Million
0.88% of portfolio
Brookstone Capital Management

928K
Shares

$34.4 Million
0.55% of portfolio
Wealth Enhancement Advisory Services, LLC

870K
Shares

$32.2 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PAPR
Sector ETFs
Industry ETFs

More about PAPR

Track This Portfolio

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.