Personal Cfo Solutions, LLC Innovator U.S. Small Cap Power Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$23.87 - $27.32 $62,443 - $71,469	-2,616 Reduced 0.68%	383,493 $10.4 Million
Q3 2023 Nov 13, 2023	BUY	$24.83 - $26.45 $9.59 Million - $10.2 Million	386,109 New	386,109 $9.66 Million
Q4 2022 Feb 14, 2023	BUY	$23.21 - $24.96 $61,227 - $65,844	2,638 Added 20.19%	15,703 $380,000
Q3 2022 Nov 01, 2022	BUY	$22.95 - $25.25 $69,148 - $76,078	3,013 Added 29.97%	13,065 $302,000
Q2 2022 Aug 05, 2022	SELL	$22.69 - $25.89 $7.53 Million - $8.59 Million	-331,884 Reduced 97.06%	10,052 $235,000
Q1 2022 May 02, 2022	BUY	$24.6 - $26.59 $240,317 - $259,757	9,769 Added 2.94%	341,936 $8.79 Million
Q4 2021 Feb 11, 2022	BUY	$25.82 - $27.24 $302,403 - $319,034	11,712 Added 3.65%	332,167 $8.79 Million
Q3 2021 Nov 18, 2021	BUY	$25.55 - $26.66 $176,243 - $183,900	6,898 Added 2.2%	320,455 $8.37 Million
Q2 2021 Jul 22, 2021	BUY	$26.41 - $26.61 $8.28 Million - $8.34 Million	313,557 New	313,557 $8.34 Million

Others Institutions Holding KJUL

# of Institutions

83

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.