Cypress Financial Planning LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Cypress Financial Planning LLC

$276 Million
Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 7,383 shares of PMAY stock, worth $278,782. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,383

Previous 7,517 1.78%

Holding current value

$278,782

Previous $269,000 2.23%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$35.29 - $36.56 $4,728 - $4,899	-134 Reduced 1.78%	7,383 $263,000
Q4 2024 Jan 13, 2025	SELL	$35.07 - $36.08 $10,100 - $10,391	-288 Reduced 3.69%	7,517 $269,000
Q3 2024 Oct 07, 2024	SELL	$33.3 - $35.24 $73,459 - $77,739	-2,206 Reduced 22.04%	7,805 $275,000
Q2 2024 Jul 16, 2024	BUY	$32.47 - $34.15 $2,175 - $2,288	67 Added 0.67%	10,011 $341,000
Q1 2024 Apr 12, 2024	BUY	$31.26 - $32.48 $70,116 - $72,852	2,243 Added 29.13%	9,944 $322,000
Q4 2023 Jan 09, 2024	SELL	$28.85 - $31.49 $74,144 - $80,929	-2,570 Reduced 25.02%	7,701 $242,000
Q3 2023 Oct 10, 2023	SELL	$29.39 - $30.19 $3,526 - $3,622	-120 Reduced 1.15%	10,271 $303,000
Q2 2023 Jul 11, 2023	BUY	$28.31 - $29.85 $91,101 - $96,057	3,218 Added 44.86%	10,391 $310,000
Q1 2023 Apr 07, 2023	SELL	$27.9 - $29.3 $1.64 Million - $1.72 Million	-58,794 Reduced 89.13%	7,173 $206,000
Q4 2022 Jan 30, 2023	BUY	$26.8 - $28.97 $1.77 Million - $1.91 Million	65,967 New	65,967 $1.85 Million

Others Institutions Holding PMAY

# of Institutions

186

Shares Held

11.4M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

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Cypress Financial Planning LLC Innovator Etfs Tr S&P 500 Pwr Transaction History