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 13,299 shares of POCT stock, worth $530,231. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,299
Previous 18,537 28.26%
Holding current value
$530,231
Previous $709,000 27.08%
% of portfolio
0.19%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$37.79 - $38.95 $197,944 - $204,020
-5,238 Reduced 28.26%
13,299 $517,000
Q2 2024

Jul 16, 2024
SELL
$37.05 - $38.29 $1,667 - $1,723
-45 Reduced 0.24%
18,537 $709,000
Q1 2024

Apr 12, 2024
BUY
$35.88 - $37.5 $145,457 - $152,025
4,054 Added 27.9%
18,582 $696,000
Q4 2023

Jan 09, 2024
SELL
$33.24 - $36.16 $115,110 - $125,222
-3,463 Reduced 19.25%
14,528 $524,000
Q3 2023

Oct 10, 2023
BUY
$33.33 - $34.11 $5,899 - $6,037
177 Added 0.99%
17,991 $610,000
Q2 2023

Jul 11, 2023
SELL
$31.61 - $33.47 $42,957 - $45,485
-1,359 Reduced 7.09%
17,814 $596,000
Q1 2023

Apr 07, 2023
BUY
$29.91 - $31.63 $573,464 - $606,441
19,173 New
19,173 $606,000
Q3 2022

Oct 13, 2022
BUY
$28.19 - $29.67 $24,440 - $25,723
867 Added 9.58%
9,917 $284,000
Q2 2022

Jul 20, 2022
BUY
$27.6 - $30.33 $249,780 - $274,486
9,050 New
9,050 $254,000

Others Institutions Holding POCT

# of Institutions
180
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email