Personal Cfo Solutions, LLC Innovator U.S. Equity Power Bu Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding PJUN
# of Institutions
152Shares Held
10.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.49MShares$88.6 Million0.03% of portfolio
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Penserra Capital Management LLC Orinda, CA977KShares$34.8 Million0.42% of portfolio
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Commonwealth Equity Services, LLC524KShares$18.7 Million0.03% of portfolio
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Vantage Financial Partners Ltd., Inc.361KShares$12.8 Million3.33% of portfolio
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Lineweaver Wealth Advisors, LLC337KShares$12 Million2.77% of portfolio