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

My Personal Cfo, LLC

$184 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	SELL	$32.62 - $34.69 $12,330 - $13,112	-378 Reduced 4.23%	8,553 $296,000
Q1 2024 Apr 24, 2024	SELL	$32.46 - $33.59 $21,813 - $22,572	-672 Reduced 7.0%	8,931 $299,000
Q4 2023 Jan 22, 2024	SELL	$29.92 - $32.69 $31,206 - $34,095	-1,043 Reduced 9.8%	9,603 $313,000
Q3 2023 Nov 06, 2023	BUY	$30.49 - $31.35 $55,735 - $57,307	1,828 Added 20.73%	10,646 $325,000
Q2 2023 Jul 12, 2023	BUY	$29.28 - $30.9 $52,967 - $55,898	1,809 Added 25.81%	8,818 $272,000
Q1 2023 Apr 21, 2023	BUY	$28.04 - $29.43 $150,406 - $157,862	5,364 Added 326.08%	7,009 $206,000
Q4 2022 Jan 11, 2023	BUY	$26.55 - $28.53 $43,674 - $46,931	1,645 New	1,645 $0

Others Institutions Holding PAPR

# of Institutions

219

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.03M
Shares

$72.1 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.28M
Shares

$45.3 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

1.06M
Shares

$37.7 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

608K
Shares

$21.5 Million
0.06% of portfolio
Miracle Mile Advisors, LLC

561K
Shares

$19.9 Million
0.42% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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