Personal Cfo Solutions, LLC Innovator Growth 100 Power Buf Transaction History

Personal Cfo Solutions, LLC

$600 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$49.69 - $55.16 $41,640 - $46,224	-838 Reduced 0.75%	111,158 $6.12 Million
Q3 2023 Nov 13, 2023	BUY	$50.47 - $52.4 $5.65 Million - $5.87 Million	111,996 New	111,996 $5.69 Million
Q4 2022 Feb 14, 2023	SELL	$41.55 - $44.74 $8,351 - $8,992	-201 Reduced 0.19%	103,282 $4.39 Million
Q3 2022 Nov 01, 2022	SELL	$42.75 - $46.37 $58,225 - $63,155	-1,362 Reduced 1.3%	103,483 $4.35 Million
Q2 2022 Aug 05, 2022	BUY	$41.7 - $47.66 $4.37 Million - $5 Million	104,845 New	104,845 $4.51 Million

Q4 2021 Feb 11, 2022	SELL	$46.04 - $48.21 $5.34 Million - $5.59 Million	-115,974 Closed	0 $0
Q3 2021 Nov 18, 2021	BUY	$45.91 - $47.34 $104,353 - $107,603	2,273 Added 2.0%	115,974 $5.38 Million
Q2 2021 Jul 22, 2021	BUY	$45.55 - $46.17 $5.18 Million - $5.25 Million	113,701 New	113,701 $5.24 Million
Q1 2021 Apr 21, 2021	SELL	$44.4 - $45.44 $210,678 - $215,612	-4,745 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$42.04 - $44.68 $2.5 Million - $2.66 Million	-59,551 Reduced 92.62%	4,745 $211,000
Q3 2020 Nov 02, 2020	BUY	$41.23 - $43.17 $2.65 Million - $2.78 Million	64,296 New	64,296 $3,000

Others Institutions Holding NJUL

# of Institutions

90

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

About INNOVATOR GROWTH-100 POWER BUF

Ticker NJUL
Sector Technology

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