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

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.04M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$16.7 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.3 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.79 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$5.68 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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