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 12,562 shares of PJUL stock, worth $516,423. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,562

Previous 11,258 11.58%

Holding current value

$516,423

Previous $437,000 16.25%

% of portfolio

0.19%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

235

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