My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
A detailed history of My Personal Cfo, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, My Personal Cfo, LLC holds 49,810 shares of BMAR stock, worth $2.35 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
49,810
Previous 50,760
1.87%
Holding current value
$2.35 Million
Previous $2.29 Million
0.66%
% of portfolio
1.25%
Previous 1.33%
Shares
9 transactions
Others Institutions Holding BMAR
# of Institutions
98Shares Held
2.55MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$18.1 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA292KShares$13.8 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.69 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6.18 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.44 Million0.33% of portfolio