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

Cypress Financial Planning LLC

  • $270 Million
  • Q3 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 20,159 shares of PAUG stock, worth $776,726. This represents 0.28% of its overall portfolio holdings.

Number of Shares
20,159
Previous 13,578 48.47%
Holding current value
$776,726
Previous $495,000 54.14%
% of portfolio
0.28%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
204
Shares Held
17.5M
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
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email