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 26,719 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,719
Previous 13,892 92.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 07, 2024
BUY
N/A
12,827 Added 92.33%
26,719 $0
Q2 2024

Jul 16, 2024
BUY
N/A
439 Added 3.26%
13,892 $0
Q1 2024

Apr 12, 2024
BUY
N/A
84 Added 0.63%
13,453 $0
Q4 2023

Jan 09, 2024
SELL
N/A
-343 Reduced 2.5%
13,369 $0
Q3 2023

Oct 10, 2023
SELL
N/A
-1,160 Reduced 7.8%
13,712 $0
Q2 2023

Jul 11, 2023
SELL
N/A
-500 Reduced 3.25%
14,872 $0
Q1 2023

Apr 07, 2023
SELL
N/A
-805 Reduced 4.98%
15,372 $0
Q4 2022

Jan 30, 2023
SELL
N/A
-1,114 Reduced 6.44%
16,177 $0
Q3 2022

Oct 13, 2022
BUY
N/A
2,905 Added 20.19%
17,291 $481,000
Q2 2022

Jul 20, 2022
BUY
N/A
14,386 New
14,386 $404,000

Others Institutions Holding PSEP

# of Institutions
199
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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