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 8,279 shares of PFEB stock, worth $302,100. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,279
Previous 10,630 22.12%
Holding current value
$302,100
Previous $373,000 20.11%
% of portfolio
0.11%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
191
Shares Held
15.4M
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
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