Cypress Financial Planning LLC Purchases and Sells in Q2 2025

Cypress Financial Planning LLC

  • $302 Million
  • Q2 2025

Top Buys

Incresed Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
1.54K
+ 3.07%
$498.8 - $620.9 $770K - $959K
51.8K $32.2M
7.92K
+ 7.49%
$150.43 - $192.71 $1.19M - $1.53M
114K $21.9M
9.71K
+ 2.22%
$45.65 - $57.01 $443K - $554K
447K $25.5M
16.4K
+ 4.12%
$79.56 - $82.92 $1.3M - $1.36M
414K $34.3M
20K
+ 6.69%
$77.94 - $79.5 $1.56M - $1.59M
318K $25.3M
25.2K
+ 6.19%
$58.63 - $59.9 $1.48M - $1.51M
433K $25.9M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
22.8K
New
$150.57 - $212.76 $3.43M - $4.85M
22.8K $4.85M
1.57K
New
$193.73 - $237.37 $304K - $372K
1.57K $371K
9K
New
$32.11 - $38.21 $289K - $344K
9K $341K
5.21K
New
$35.35 - $42.68 $184K - $222K
5.21K $222K
5.79K
New
$33.22 - $37.29 $192K - $216K
5.79K $215K
INNOVATOR ETFS TRUST
7.61K
New
N/A
7.61K $0
View all

Top Sells

Reduced Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
-9.63K
- 51.93%
$32.66 - $40.75 $314K - $392K
8.91K $360K
-1.1K
- 2.79%
N/A
38.4K $6.99M
-791
- 4.79%
$93.15 - $96.56 $73.7K - $76.4K
15.7K $1.51M
-2.69K
- 15.84%
$35.3 - $40.46 $95K - $109K
14.3K $578K
-1.89K
- 26.01%
$37.18 - $42.23 $70.1K - $79.6K
5.36K $226K
-506
- 16.18%
$91.23 - $97.27 $46.2K - $49.2K
2.62K $254K
View all
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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