Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Cypress Financial Planning LLC
- $322 Million
- Q3 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 6,316 shares of BJAN stock, worth $337,590. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,316
Previous 6,428
1.74%
Holding current value
$337,590
Previous $322,000
4.04%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding BJAN
# of Institutions
121Shares Held
3.97MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA352KShares$18.8 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC272KShares$14.5 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.251KShares$13.4 Million3.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL164KShares$8.76 Million0.01% of portfolio
-
Marcum Wealth, LLC157KShares$8.41 Million0.64% of portfolio