Personal Cfo Solutions, LLC Innovator U.S. Equity Power Bu Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 499,198 shares of PJUL stock, worth $20.9 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

499,198

Holding current value

$20.9 Million

% of portfolio

2.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$37.89 - $40.48 $18.9 Million - $20.2 Million	499,198 New	499,198 $20.2 Million
Q3 2023 Nov 13, 2023	BUY	$33.63 - $34.86 $223,471 - $231,644	6,645 New	6,645 $223,000
Q4 2022 Feb 14, 2023	BUY	$28.61 - $30.97 $9,441 - $10,220	330 Added 0.85%	39,228 $1.18 Million
Q3 2022 Nov 01, 2022	BUY	$28.61 - $31.19 $863,163 - $941,002	30,170 Added 345.67%	38,898 $1.11 Million
Q2 2022 Aug 05, 2022	BUY	$28.77 - $30.8 $251,104 - $268,822	8,728 New	8,728 $256,000
Q4 2021 Feb 11, 2022	SELL	$29.61 - $30.83 $249,316 - $259,588	-8,420 Closed	0 $0
Q3 2021 Nov 18, 2021	SELL	$29.41 - $30.17 $22.6 Million - $23.2 Million	-768,866 Reduced 98.92%	8,420 $250,000
Q2 2021 Jul 22, 2021	BUY	$29.37 - $29.64 $22.8 Million - $23 Million	777,286 New	777,286 $23 Million

Others Institutions Holding PJUL

# of Institutions

247

Shares Held

19.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Personal Cfo Solutions, LLC Innovator U.S. Equity Power Bu Transaction History