Personal Cfo Solutions, LLC Innovator U.S. Small Cap Power Call Options Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding KJUL
# of Institutions
85Shares Held
3.95MCall Options Held
0Put Options Held
0-
O Donnell Financial Services, LLC646KShares$19.4 Million8.66% of portfolio
-
High Tower Advisors, LLC Chicago, IL601KShares$18.1 Million0.03% of portfolio
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Gradient Investments LLC356KShares$10.7 Million0.28% of portfolio
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Commonwealth Equity Services, LLC297KShares$8.94 Million0.01% of portfolio
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Maltin Wealth Management, Inc.196KShares$5.89 Million3.2% of portfolio