Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cypress Financial Planning LLC holds 19,873 shares of PAUG stock, worth $778,822. This represents 0.28% of its overall portfolio holdings.

Number of Shares
19,873
Previous 20,159 1.42%
Holding current value
$778,822
Previous $763,000 0.26%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Jan 13, 2025
SELL
$37.61 - $38.92 $10,756 - $11,131
-286 Reduced 1.42%
19,873 $765,000
Q3 2024

Oct 07, 2024
BUY
$35.57 - $37.86 $234,086 - $249,156
6,581 Added 48.47%
20,159 $763,000
Q2 2024

Jul 16, 2024
SELL
$34.4 - $36.54 $2,064 - $2,192
-60 Reduced 0.44%
13,578 $495,000
Q1 2024

Apr 12, 2024
BUY
$32.98 - $35.38 $139,010 - $149,126
4,215 Added 44.73%
13,638 $482,000
Q4 2023

Jan 09, 2024
SELL
$30.36 - $33.42 $129,940 - $143,037
-4,280 Reduced 31.23%
9,423 $314,000
Q3 2023

Oct 10, 2023
BUY
$30.83 - $32.2 $422,463 - $441,236
13,703 New
13,703 $425,000

Others Institutions Holding PAUG

# of Institutions
207
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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