Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 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 10,972 shares of PFEB stock, worth $390,383. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,972
Previous 8,279
32.53%
Holding current value
$390,383
Previous $304,000
28.95%
% of portfolio
0.14%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding PFEB
# of Institutions
201Shares Held
13.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$98.1 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$45.5 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.6 Million0.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC424KShares$15.1 Million0.03% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$14.9 Million0.36% of portfolio