Cypress Financial Planning LLC Innovator Etfs Tr Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 12,173 shares of IJUL stock, worth $343,522. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,173
Previous 15,197 19.9%
Holding current value
$343,522
Previous $446,000 24.66%
% of portfolio
0.12%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$27.59 - $29.25 $83,432 - $88,452
-3,024 Reduced 19.9%
12,173 $336,000
Q3 2024

Oct 07, 2024
BUY
$27.47 - $29.55 $212,233 - $228,303
7,726 Added 103.41%
15,197 $446,000
Q2 2024

Jul 16, 2024
BUY
$27.14 - $28.98 $202,762 - $216,509
7,471 New
7,471 $210,000

Others Institutions Holding IJUL

# of Institutions
85
Shares Held
4.69M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

IJUL Quotes by TradingView
  • Ticker IJUL
  • Sector ETFs
  • Industry ETFs
More about IJUL
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