Personal Cfo Solutions, LLC Innovator Etfs Tr Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 309,914 shares of BALT stock, worth $9.66 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

309,914

Previous 303,808 2.01%

Holding current value

$9.66 Million

Previous $9.12 Million 4.72%

% of portfolio

1.36%

Previous 1.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$29.76 - $30.83 $181,714 - $188,247	6,106 Added 2.01%	309,914 $9.55 Million
Q2 2024 Aug 09, 2024	BUY	$28.96 - $30.04 $403,094 - $418,126	13,919 Added 4.8%	303,808 $9.12 Million
Q1 2024 May 13, 2024	BUY	$28.46 - $29.26 $63,892 - $65,688	2,245 Added 0.78%	289,889 $8.48 Million
Q4 2023 Feb 13, 2024	SELL	$27.69 - $28.57 $71,412 - $73,682	-2,579 Reduced 0.89%	287,644 $8.22 Million
Q3 2023 Nov 13, 2023	BUY	$27.8 - $28.21 $160,461 - $162,828	5,772 Added 2.03%	290,223 $8.07 Million
Q2 2023 Aug 10, 2023	BUY	$27.19 - $27.89 $1.63 Million - $1.67 Million	59,927 Added 26.69%	284,451 $7.93 Million
Q1 2023 May 09, 2023	BUY	$26.55 - $27.23 $5.96 Million - $6.11 Million	224,524 New	224,524 $6.11 Million

Others Institutions Holding BALT

# of Institutions

130

Shares Held

17.9M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker BALT

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Personal Cfo Solutions, LLC Innovator Etfs Tr Transaction History