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

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

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 7,517 shares of PMAY stock, worth $272,791. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,517
Previous 7,805 3.69%
Holding current value
$272,791
Previous $275,000 2.18%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
175
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR S&P 500 PWR

PMAY Quotes by TradingView
  • Ticker PMAY
  • Sector ETFs
  • Industry ETFs
More about PMAY
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