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

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

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 11,123 shares of PFEB stock, worth $439,247. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,123
Previous 11,253 1.16%
Holding current value
$439,247
Previous $427,000 3.28%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$37.99 - $39.69 $4,938 - $5,159
-130 Reduced 1.16%
11,123 $441,000
Q2 2025

Jul 10, 2025
BUY
$33.46 - $38.01 $9,402 - $10,680
281 Added 2.56%
11,253 $427,000
Q1 2025

Apr 09, 2025
BUY
$35.54 - $37.44 $95,709 - $100,825
2,693 Added 32.53%
10,972 $392,000
Q3 2024

Oct 07, 2024
SELL
$34.29 - $36.04 $80,615 - $84,730
-2,351 Reduced 22.12%
8,279 $298,000
Q2 2024

Jul 16, 2024
SELL
$33.41 - $35.14 $4,911 - $5,165
-147 Reduced 1.36%
10,630 $373,000
Q1 2024

Apr 12, 2024
BUY
$32.55 - $34.16 $98,951 - $103,846
3,040 Added 39.29%
10,777 $368,000
Q4 2023

Jan 09, 2024
SELL
$29.66 - $32.66 $88,950 - $97,947
-2,999 Reduced 27.93%
7,737 $252,000
Q3 2023

Oct 10, 2023
SELL
$30.36 - $31.28 $2,732 - $2,815
-90 Reduced 0.83%
10,736 $327,000
Q1 2023

Apr 07, 2023
BUY
$28.16 - $29.33 $304,860 - $317,526
10,826 New
10,826 $316,000

Others Institutions Holding PFEB

# of Institutions
227
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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