Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
It Tech Packaging Inc
Q2 2022 Filed on Aug 05, 2022
10,000
N/A
BCYC
Bicycle Therapeutics PLC

Healthcare
Q2 2022 Filed on Aug 05, 2022
7,455
$12.95 - $46.99 $96.5K - $350K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 05, 2022
6,837
$134.63 - $189.39 $920K - $1.29M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q2 2022 Filed on Aug 05, 2022
10,014
$9.29 - $19.14 $93K - $192K
AUDC
Audiocodes LTD

Technology
Q2 2022 Filed on Aug 05, 2022
8,469
$20.08 - $26.58 $170K - $225K
MANT
Mantech International Corp

Technology
Q2 2022 Filed on Aug 05, 2022
3,472
$79.21 - $95.68 $275K - $332K
NRG
Nrg Energy, Inc.

Utilities
Q2 2022 Filed on Aug 05, 2022
9,697
$35.9 - $46.85 $348K - $454K
KBH
Kb Home

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
6,810
$25.56 - $35.71 $174K - $243K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Aug 05, 2022
1,375
$108.34 - $205.24 $149K - $282K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Aug 05, 2022
43,990
$26.53 - $30.53 $1.17M - $1.34M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q2 2022 Filed on Aug 05, 2022
2,500
$100.61 - $115.32 $252K - $288K
Osi ETF Tr
Q2 2022 Filed on Aug 05, 2022
13,585
N/A
MREO
Mereo Biopharma Group PLC

Healthcare
Q2 2022 Filed on Aug 05, 2022
25,888
$0.33 - $1.69 $8.54K - $43.8K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Aug 05, 2022
15,581
$13.26 - $16.75 $207K - $261K
DOW
Dow Inc.

Basic Materials
Q2 2022 Filed on Aug 05, 2022
5,002
$51.06 - $70.61 $255K - $353K
TYME
Tyme Technologies, Inc.
Q2 2022 Filed on Aug 05, 2022
11,000
$0.23 - $0.35 $2.53K - $3.85K
AAN
Aaron'S Company, Inc.

Industrials
Q2 2022 Filed on Aug 05, 2022
10,311
$14.55 - $22.04 $150K - $227K
CNHI
Cnh Industrial N.V.

Industrials
Q2 2022 Filed on Aug 05, 2022
12,034
$11.38 - $15.85 $137K - $191K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Aug 05, 2022
2,603
$75.68 - $77.74 $197K - $202K
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Aug 05, 2022
6,459
$35.76 - $51.7 $231K - $334K
ISEE
Iveric Bio, Inc.

Healthcare
Q2 2022 Filed on Aug 05, 2022
10,800
$9.12 - $18.9 $98.5K - $204K
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 05, 2022
50,000
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2022 Filed on Aug 05, 2022
27,609
$41.6 - $49.41 $1.15M - $1.36M
BJAN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Aug 05, 2022
244,781
$31.3 - $36.38 $7.66M - $8.91M
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Aug 05, 2022
837
$218.95 - $282.53 $183K - $236K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2022 Filed on Aug 05, 2022
253,850
$19.1 - $25.22 $4.85M - $6.4M
SWCH
Switch, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
11,885
$29.81 - $33.77 $354K - $401K
EDAP
Edap Tms Sa

Healthcare
Q2 2022 Filed on Aug 05, 2022
37,750
$6.24 - $7.44 $236K - $281K
LPTX
Leap Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 05, 2022
63,165
$0.96 - $1.91 $60.6K - $121K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
16,500
$12.64 - $14.99 $209K - $247K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q2 2022 Filed on Aug 05, 2022
8,181
$38.09 - $53.77 $312K - $440K
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
708
$224.73 - $338.64 $159K - $240K
Evofem Biosciences Inc
Q2 2022 Filed on Aug 05, 2022
15,888
N/A
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2022 Filed on Aug 05, 2022
12,454
$26.59 - $36.97 $331K - $460K
HSC
Harsco Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
25,109
$7.06 - $12.4 $177K - $311K
DBVT
Dbv Technologies S.A.

Healthcare
Q2 2022 Filed on Aug 05, 2022
16,088
$1.15 - $3.25 $18.5K - $52.3K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q2 2022 Filed on Aug 05, 2022
8,665
$32.43 - $36.31 $281K - $315K
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 05, 2022
13,863
$18.82 - $23.76 $261K - $329K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
18,001
$11.71 - $13.46 $211K - $242K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2022 Filed on May 02, 2022
7,471
$30.78 - $34.76 $230K - $260K
COLD
Americold Realty Trust

Real Estate
Q1 2022 Filed on May 02, 2022
6,674
$25.12 - $32.57 $168K - $217K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 02, 2022
1,969
$162.73 - $226.47 $320K - $446K
CCMP
Cmc Materials, Inc.

Technology
Q1 2022 Filed on May 02, 2022
2,195
$173.76 - $191.83 $381K - $421K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 02, 2022
5,284
$34.86 - $39.14 $184K - $207K
MSM
Msc Industrial Direct CO Inc

Industrials
Q1 2022 Filed on May 02, 2022
2,768
$75.82 - $85.87 $210K - $238K
SWAN
Amplify ETF Tr Blackswan Growt
Q1 2022 Filed on May 02, 2022
6,000
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
2,536
$50.79 - $95.08 $129K - $241K
NLTX
Neoleukin Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
11,700
$1.72 - $5.23 $20.1K - $61.2K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on May 02, 2022
1,037
$162.31 - $192.2 $168K - $199K
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email