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 6,516 shares of PJAN stock, worth $279,406. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,516

Previous 7,762 16.05%

Holding current value

$279,406

Previous $320,000 14.06%

% of portfolio

0.1%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$41.16 - $42.25 $51,285 - $52,643	-1,246 Reduced 16.05%	6,516 $275,000
Q3 2024 Oct 07, 2024	SELL	$39.31 - $41.32 $12,028 - $12,643	-306 Reduced 3.79%	7,762 $320,000
Q2 2024 Jul 16, 2024	SELL	$38.2 - $40.26 $1,986 - $2,093	-52 Reduced 0.64%	8,068 $324,000
Q1 2024 Apr 12, 2024	BUY	$36.88 - $39.11 $77,743 - $82,443	2,108 Added 35.06%	8,120 $317,000
Q4 2023 Jan 09, 2024	SELL	$33.78 - $37.24 $36,178 - $39,884	-1,071 Reduced 15.12%	6,012 $223,000
Q2 2023 Jul 11, 2023	SELL	$33.11 - $35.11 $695 - $737	-21 Reduced 0.3%	7,083 $248,000
Q1 2023 Apr 07, 2023	BUY	$31.4 - $33.34 $223,065 - $236,847	7,104 New	7,104 $235,000
Q3 2022 Oct 13, 2022	BUY	$29.43 - $32.09 $5,385 - $5,872	183 Added 2.6%	7,222 $213,000
Q2 2022 Jul 20, 2022	BUY	$29.38 - $32.74 $206,805 - $230,456	7,039 New	7,039 $211,000

Others Institutions Holding PJAN

# of Institutions

220

Shares Held

17.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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