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 12,273 shares of PJUL stock, worth $512,765. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,273
Previous 12,562 2.3%
Holding current value
$512,765
Previous $508,000 0.59%
% of portfolio
0.19%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$40.12 - $41.68 $11,594 - $12,045
-289 Reduced 2.3%
12,273 $505,000
Q3 2024

Oct 07, 2024
BUY
$37.89 - $40.48 $49,408 - $52,785
1,304 Added 11.58%
12,562 $508,000
Q2 2024

Jul 16, 2024
BUY
$37.29 - $38.87 $1,417 - $1,477
38 Added 0.34%
11,258 $437,000
Q1 2024

Apr 12, 2024
BUY
$35.81 - $37.98 $117,027 - $124,118
3,268 Added 41.1%
11,220 $426,000
Q4 2023

Jan 09, 2024
SELL
$32.94 - $36.21 $104,584 - $114,966
-3,175 Reduced 28.53%
7,952 $287,000
Q3 2023

Oct 10, 2023
BUY
$33.63 - $34.86 $48,797 - $50,581
1,451 Added 15.0%
11,127 $374,000
Q2 2023

Jul 11, 2023
BUY
$31.38 - $34.22 $31,882 - $34,767
1,016 Added 11.73%
9,676 $331,000
Q1 2023

Apr 07, 2023
BUY
$29.97 - $31.76 $259,540 - $275,041
8,660 New
8,660 $274,000
Q3 2022

Oct 13, 2022
BUY
$28.61 - $31.19 $23,059 - $25,139
806 Added 10.41%
8,550 $245,000
Q2 2022

Jul 20, 2022
BUY
$28.77 - $30.8 $222,794 - $238,515
7,744 New
7,744 $228,000

Others Institutions Holding PJUL

# of Institutions
247
Shares Held
19.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUL Quotes by TradingView
  • Ticker PJUL
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