Cypress Financial Planning LLC Vaneck High Yield Muni ETF Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Vaneck High Yield Muni ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 5,687 shares of HYD stock, worth $296,349. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,687

Previous 7,269 21.76%

Holding current value

$296,349

Previous $385,000 23.38%

% of portfolio

0.11%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$51.09 - $53.06 $80,824 - $83,940	-1,582 Reduced 21.76%	5,687 $295,000
Q3 2024 Oct 07, 2024	BUY	$51.46 - $53.07 $1,132 - $1,167	22 Added 0.3%	7,269 $385,000
Q2 2024 Jul 16, 2024	BUY	$51.05 - $52.32 $27,158 - $27,834	532 Added 7.92%	7,247 $374,000
Q1 2024 Apr 12, 2024	BUY	$50.72 - $52.26 $340,584 - $350,925	6,715 New	6,715 $350,000
Q3 2023 Oct 10, 2023	BUY	$48.61 - $51.86 $47,783 - $50,978	983 Added 13.6%	8,209 $402,000
Q2 2023 Jul 11, 2023	BUY	$50.2 - $51.99 $80,269 - $83,132	1,599 Added 28.42%	7,226 $370,000
Q1 2023 Apr 07, 2023	BUY	$50.65 - $52.87 $24,919 - $26,012	492 Added 9.58%	5,627 $291,000
Q4 2022 Jan 30, 2023	BUY	$48.5 - $52.5 $249,047 - $269,587	5,135 New	5,135 $259,000

Others Institutions Holding HYD

# of Institutions

360

Shares Held

79M

Call Options Held

41.8K

Put Options Held

522K

View Full List

About VANECK HIGH YIELD MUNI ETF

Ticker HYD
Sector ETFs
Industry ETFs

More about HYD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Account

Cypress Financial Planning LLC Vaneck High Yield Muni ETF Transaction History