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 8,279 shares of PFEB stock, worth $296,222. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,279
Previous 8,279
-0.0%
Holding current value
$296,222
Previous $298,000
2.01%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding PFEB
# of Institutions
195Shares Held
12.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$98.7 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$45.8 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.8 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$14.5 Million3.92% of portfolio