My Personal Cfo, LLC Innovator U.S. Equity Buffer E Transaction History
My Personal Cfo, LLC
- $253 Million
- Q3 2025
Shares
10 transactions
Others Institutions Holding BNOV
# of Institutions
93Shares Held
2.8MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA428KShares$18.7 Million0.24% of portfolio
-
Lantz Financial LLC280KShares$12.2 Million2.82% of portfolio
-
Commonwealth Equity Services, LLC155KShares$6.8 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ137KShares$5.98 Million0.01% of portfolio
-
Envestnet Asset Management Inc132KShares$5.78 Million0.0% of portfolio