Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
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 8,073 shares of BJAN stock, worth $394,446. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,073
Previous 8,073
-0.0%
Holding current value
$394,446
Previous $375,000
3.2%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
114Shares Held
3.73MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC469KShares$22.9 Million0.03% of portfolio
-
Crown Wealth Group, LLC339KShares$16.6 Million7.47% of portfolio
-
Penserra Capital Management LLC Orinda, CA278KShares$13.6 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.235KShares$11.5 Million3.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL148KShares$7.22 Million0.01% of portfolio