Personal Cfo Solutions, LLC Innovator U.S. Equity Buffer E 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

No transaction found.

Others Institutions Holding BJUL

# of Institutions

117

Shares Held

4.54M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$26 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$17 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.6 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.4 Million
3.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

197K
Shares

$8.93 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
Sector ETFs
Industry ETFs

More about BJUL

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.