Personal Cfo Solutions, LLC Global X Funds Global X Millen Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$34.14 - $39.51 $78,522 - $90,873	-2,300 Reduced 26.79%	6,285 $245,000
Q4 2023 Feb 13, 2024	SELL	$28.54 - $36.01 $1,427 - $1,800	-50 Reduced 0.58%	8,585 $304,000
Q3 2023 Nov 13, 2023	SELL	$30.05 - $34.08 $120,200 - $136,320	-4,000 Reduced 31.66%	8,635 $262,000
Q2 2023 Aug 10, 2023	SELL	$28.94 - $31.86 $43,410 - $47,790	-1,500 Reduced 10.61%	12,635 $402,000
Q1 2023 May 09, 2023	SELL	$26.3 - $31.4 $15,069 - $17,992	-573 Reduced 3.9%	14,135 $420,000
Q4 2022 Feb 14, 2023	SELL	$25.3 - $28.48 $9,487 - $10,680	-375 Reduced 2.49%	14,708 $383,000
Q3 2022 Nov 01, 2022	SELL	$25.64 - $31.9 $45,536 - $56,654	-1,776 Reduced 10.53%	15,083 $387,000
Q2 2022 Aug 05, 2022	SELL	$25.57 - $37.38 $400,554 - $585,557	-15,665 Reduced 48.16%	16,859 $438,000
Q1 2022 May 02, 2022	SELL	$32.85 - $42.82 $404,055 - $526,686	-12,300 Reduced 27.44%	32,524 $1.19 Million
Q4 2021 Feb 11, 2022	SELL	$40.68 - $45.57 $103,042 - $115,428	-2,533 Reduced 5.35%	44,824 $1.91 Million
Q3 2021 Nov 18, 2021	BUY	$42.24 - $45.13 $52,377 - $55,961	1,240 Added 2.69%	47,357 $2.04 Million
Q2 2021 Jul 22, 2021	BUY	$38.77 - $43.42 $147,985 - $165,734	3,817 Added 9.02%	46,117 $2 Million
Q1 2021 Apr 21, 2021	BUY	$36.76 - $41.92 $162,368 - $185,160	4,417 Added 11.66%	42,300 $1.7 Million
Q4 2020 Feb 09, 2021	BUY	$30.56 - $37.75 $803,728 - $992,825	26,300 Added 227.06%	37,883 $0
Q3 2020 Nov 02, 2020	BUY	$28.0 - $33.1 $324,324 - $383,397	11,583 New	11,583 $0
Q1 2020 Apr 30, 2020	SELL	$17.47 - $27.9 $190,335 - $303,970	-10,895 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$24.3 - $26.07 $7,290 - $7,821	300 Added 2.83%	10,895 $282,000
Q3 2019 Nov 13, 2019	BUY	$24.65 - $25.48 $261,166 - $269,960	10,595 New	10,595 $263,000

Others Institutions Holding MILN

# of Institutions

44

Shares Held

894K

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

496K
Shares

$23.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

68.6K
Shares

$3.22 Million
0.0% of portfolio
Morgan Stanley New York, NY

49.2K
Shares

$2.31 Million
0.0% of portfolio
New Edge Wealth, LLC Pittsburgh, PA

46.1K
Shares

$2.16 Million
0.04% of portfolio
Creative One Wealth, LLC Overland Park, KS

30.8K
Shares

$1.45 Million
0.05% of portfolio

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