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

My Personal Cfo, LLC

$172 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$26.59 - $28.58 $53 - $57	2 New	2 $0

Others Institutions Holding PFEB

# of Institutions

191

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.96M
Shares

$108 Million
0.04% of portfolio
Gradient Investments LLC

2.27M
Shares

$82.8 Million
2.16% of portfolio
Penserra Capital Management LLC Orinda, CA

1.04M
Shares

$37.9 Million
0.46% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

889K
Shares

$32.4 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$15.9 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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