My Personal Cfo, LLC Sells in Q3 2024

My Personal Cfo, LLC

  • $172 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STGW
Stagwell Inc

Communication Services
-782K
- 57.95%
$6.02 - $7.37 $4.71M - $5.76M
567K $3.98M
OKTA
Okta, Inc.

Technology
-12
- 0.01%
$71.0 - $100.39 $852 - $1.2K
120K $8.89M
MSFT
Microsoft Corp

Technology
-1.45K
- 3.65%
$395.15 - $467.56 $574K - $679K
38.4K $16.5M
DFAU
Dimensional ETF Tr

ETFs
-19.3K
- 16.17%
$35.8 - $39.69 $692K - $768K
100K $3.98M
NVDA
Nvidia Corp

Technology
-3.53K
- 15.99%
$98.91 - $134.91 $349K - $476K
18.6K $2.25M
VPU
Vanguard Utilities ETF

ETFs
-3.19K
- 70.58%
$146.64 - $174.54 $468K - $557K
1.33K $231K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.92K
- 34.8%
$161.02 - $200.0 $310K - $385K
3.61K $671K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.02K
- 32.7%
$71.45 - $75.64 $358K - $379K
10.3K $775K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-7.29K
- 41.53%
$39.31 - $41.32 $287K - $301K
10.3K $424K
AMAT
Applied Materials Inc

Technology
-39
- 0.55%
$174.88 - $254.97 $6.82K - $9.94K
7.06K $1.43M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.14K
- 40.32%
$58.03 - $65.37 $124K - $140K
3.17K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
-713
- 31.83%
$179.99 - $201.6 $128K - $144K
1.53K $306K
DFAI
Dimensional ETF Tr

ETFs
-4.85K
- 16.07%
$28.69 - $32.06 $139K - $156K
25.4K $805K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.25K
- 17.78%
$76.38 - $78.87 $95.6K - $98.7K
5.79K $455K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.48K
- 20.6%
$79.92 - $88.19 $118K - $131K
5.71K $503K
NKE
Nike, Inc.

Consumer Cyclical
-3.12K
- 19.49%
$71.09 - $89.44 $222K - $279K
12.9K $1.14M
GOOG
Alphabet Inc.

Communication Services
-144
- 5.89%
$149.54 - $192.66 $21.5K - $27.7K
2.3K $384K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.5K
- 6.85%
$39.1 - $39.1 $58.7K - $58.7K
20.4K $797K
DIS
Walt Disney CO

Communication Services
-449
- 10.61%
$85.6 - $98.61 $38.4K - $44.3K
3.78K $363K
GOOGL
Alphabet Inc.

Communication Services
-144
- 9.82%
$148.65 - $191.18 $21.4K - $27.5K
1.32K $219K
W
Wayfair Inc.

Consumer Cyclical
-1.77K
- 7.78%
$38.21 - $57.23 $67.7K - $101K
21K $1.18M
IEMG
Ishares Inc

ETFs
-288
- 4.86%
$53.64 - $53.64 $15.4K - $15.4K
5.64K $302K
CRM
Salesforce, Inc.

Technology
-107
- 11.4%
$238.42 - $276.53 $25.5K - $29.6K
832 $227K
XOM
Exxon Mobil Corp

Energy
-155
- 5.68%
$109.72 - $119.0 $17K - $18.4K
2.57K $301K
XLK
Technology Sector Spdr

ETFs
-17
- 1.16%
$197.34 - $237.68 $3.35K - $4.04K
1.45K $326K
VUG
Vanguard Growth ETF

ETFs
-19
- 2.75%
$341.08 - $391.94 $6.48K - $7.45K
673 $258K
Innovator Etfs Trust
-1.5K
- 2.19%
N/A
67K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-270
- 0.45%
N/A
59.9K $0
Innovator Etfs Trust
-700
- 0.94%
N/A
74.1K $0
AMD
Advanced Micro Devices Inc

Technology
-67
- 0.99%
$128.67 - $183.96 $8.62K - $12.3K
6.73K $1.1M
VO
Vanguard Mid Cap ETF

ETFs
-947
- 7.56%
$237.84 - $263.83 $225K - $250K
11.6K $3.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40
- 0.56%
$57.32 - $62.65 $2.29K - $2.51K
7.14K $444K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.55K
- 2.96%
$41.71 - $45.02 $64.7K - $69.8K
50.8K $2.29M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-95
- 0.64%
$36.98 - $41.55 $3.51K - $3.95K
14.6K $601K
JNJ
Johnson & Johnson

Healthcare
-146
- 3.34%
$145.48 - $167.38 $21.2K - $24.4K
4.23K $684K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-375
- 0.79%
$43.63 - $46.56 $16.4K - $17.5K
47K $2.19M
A
Agilent Technologies, Inc.

Healthcare
-11
- 0.31%
$125.42 - $148.48 $1.38K - $1.63K
3.5K $520K
HD
Home Depot, Inc.

Consumer Cyclical
-120
- 5.68%
$333.64 - $405.2 $40K - $48.6K
1.99K $807K
UNH
Unitedhealth Group Inc

Healthcare
-60
- 3.19%
$488.01 - $604.18 $29.3K - $36.3K
1.82K $1.07M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-176
- 0.63%
$91.37 - $101.65 $16.1K - $17.9K
27.6K $2.8M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-800
- 0.96%
$39.97 - $43.37 $32K - $34.7K
82.6K $3.58M
META
Meta Platforms, Inc.

Communication Services
-112
- 3.99%
$453.41 - $572.44 $50.8K - $64.1K
2.69K $1.54M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.2K
- 6.82%
$82.97 - $98.97 $183K - $218K
30.1K $2.93M
DVY
Ishares Tr

ETFs
-177
- 0.89%
$119.99 - $135.74 $21.2K - $24K
19.6K $2.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-226
- 2.6%
$405.19 - $478.57 $91.6K - $108K
8.47K $3.9M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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