Personal Cfo Solutions, LLC Renaissance Cap Greenwich Fds Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$28.2 - $36.45 $124,080 - $160,380	-4,400 Reduced 36.7%	7,590 $216,000
Q2 2022 Aug 05, 2022	SELL	$27.18 - $46.09 $95,130 - $161,315	-3,500 Reduced 22.6%	11,990 $361,000
Q1 2022 May 02, 2022	SELL	$36.01 - $57.1 $32,841 - $52,075	-912 Reduced 5.56%	15,490 $683,000
Q4 2021 Feb 11, 2022	SELL	$55.11 - $69.76 $59,959 - $75,898	-1,088 Reduced 6.22%	16,402 $949,000
Q3 2021 Nov 18, 2021	BUY	$60.61 - $69.99 $20,849 - $24,076	344 Added 2.01%	17,490 $1.13 Million
Q2 2021 Jul 22, 2021	SELL	$54.03 - $67.0 $64,836 - $80,400	-1,200 Reduced 6.54%	17,146 $1.14 Million
Q1 2021 Apr 21, 2021	BUY	$59.15 - $76.13 $155,564 - $200,221	2,630 Added 16.73%	18,346 $1.14 Million
Q4 2020 Feb 09, 2021	BUY	$50.68 - $69.79 $796,486 - $1.1 Million	15,716 New	15,716 $0

Others Institutions Holding IPO

# of Institutions

69

Shares Held

1.16M

Call Options Held

29.7K

Put Options Held

4.4K

Main Management ETF Advisors, LLC San Francisco, CA

366K
Shares

$16.3 Million
0.74% of portfolio
Tradition Wealth Management, LLC

132K
Shares

$5.91 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.18 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

67.6K
Shares

$3.02 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

65.6K
Shares

$2.93 Million
2.04% of portfolio

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