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 $407,829. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,972

Previous 8,279 32.53%

Holding current value

$407,829

Previous $304,000 28.95%

% of portfolio

0.14%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

226

Shares Held

17.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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