Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 6,981 shares of BJAN stock, worth $337,321. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,981
Previous 8,073
13.53%
Holding current value
$337,321
Previous $387,000
16.28%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding BJAN
# of Institutions
120Shares Held
4.83MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC550KShares$26.6 Million0.04% of portfolio
-
Brookstone Capital Management485KShares$23.4 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA376KShares$18.2 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.249KShares$12 Million3.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL165KShares$7.97 Million0.01% of portfolio