Cypress Financial Planning LLC Purchases and Sells in Q3 2025

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

Top Buys

Incresed Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
22.4K
+ 7.04%
$78.96 - $80.04 $1.77M - $1.79M
341K $27.2M
15.2K
+ 3.68%
$81.75 - $84.54 $1.24M - $1.29M
429K $36.1M
27.7K
+ 6.41%
$58.97 - $60.36 $1.64M - $1.67M
460K $27.6M
5.48K
+ 1.23%
$56.02 - $60.3 $307K - $330K
453K $27.1M
8.42K
+ 3.36%
$88.47 - $93.24 $745K - $785K
259K $23.7M
28.4K
+ 6.92%
$28.95 - $29.73 $823K - $845K
440K $13.1M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
863
New
$237.77 - $353.61 $205K - $305K
863 $297K
6.04K
New
$40.84 - $45.06 $247K - $272K
6.04K $265K
734
New
$264.74 - $369.57 $194K - $271K
734 $242K
1.26K
New
$130.68 - $186.97 $165K - $236K
1.26K $230K
1.78K
New
$105.83 - $117.22 $188K - $208K
1.78K $200K
DIMENSIONAL ETF TRUST
6.73K
New
N/A
6.73K $0
View all

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-776
- 2.02%
N/A
37.6K $6.85M
-242
- 9.23%
$96.22 - $98.19 $23.3K - $23.8K
2.38K $233K
-278
- 10.11%
$433.97 - $484.08 $121K - $135K
2.47K $1.19M
-74
- 1.07%
$211.65 - $238.24 $15.7K - $17.6K
6.83K $1.5M
-715
- 5.94%
$41.27 - $43.1 $29.5K - $30.8K
11.3K $488K
-44
- 0.38%
N/A
11.6K $0
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
200
New
$617.65 - $666.84 $124K - $133K
200 $133K

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
-100
- 20.0%
$617.65 - $666.84 $61.8K - $66.7K
400 $266K
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 1 Puts 1
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