Personal Cfo Solutions, LLC Innovator U.S. Equity Buffer E Transaction History
Personal Cfo Solutions, LLC
- $497 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding BJUL
# of Institutions
116Shares Held
3.45MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$15.5 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.258KShares$11.8 Million3.11% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.79 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$9.01 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL175KShares$7.95 Million0.01% of portfolio