Personal Cfo Solutions, LLC Innovator U.S. Equity Buffer E Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$38.5 - $41.59 $10.4 Million - $11.2 Million	269,420 New	269,420 $11.2 Million

Others Institutions Holding BAPR

# of Institutions

103

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

409K
Shares

$18.2 Million
0.03% of portfolio
Brookstone Capital Management

403K
Shares

$17.9 Million
0.29% of portfolio
Penserra Capital Management LLC Orinda, CA

304K
Shares

$13.6 Million
0.29% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.2 Million
3.02% of portfolio
Cerity Partners LLC New York, NY

204K
Shares

$9.07 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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