My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $206 Million
- Q2 2025
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 49,490 shares of BMAR stock, worth $2.47 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
49,490
Previous 55,510
10.84%
Holding current value
$2.47 Million
Previous $2.53 Million
4.0%
% of portfolio
1.18%
Previous 1.35%
Shares
11 transactions
Others Institutions Holding BMAR
# of Institutions
111Shares Held
3MCall Options Held
0Put Options Held
0-
Brookstone Capital Management525KShares$26.2 Million0.39% of portfolio
-
Outlook Wealth Advisors, LLC415KShares$20.7 Million6.33% of portfolio
-
Penserra Capital Management LLC Orinda, CA388KShares$19.4 Million0.32% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$7.07 Million0.02% of portfolio
-
Macroview Investment Management LLC139KShares$6.94 Million5.71% of portfolio