Personal Cfo Solutions, LLC Innovator U.S. Small Cap Power Call Options Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding KJUL
# of Institutions
83Shares Held
3.58MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL601KShares$17.7 Million0.03% of portfolio
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Commonwealth Equity Services, LLC297KShares$8.76 Million0.01% of portfolio
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Allworth Financial LP192KShares$5.66 Million0.03% of portfolio
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Maltin Wealth Management, Inc.190KShares$5.6 Million3.03% of portfolio
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Motiv8 Investments LLC Port St. Lucie, FL165KShares$4.86 Million3.24% of portfolio