Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 2024
A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 8,073 shares of BJAN stock, worth $385,808. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,073
Previous 5,991
34.75%
Holding current value
$385,808
Previous $270,000
38.89%
% of portfolio
0.14%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
114Shares Held
3.78MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC469KShares$22.4 Million0.03% of portfolio
-
Crown Wealth Group, LLC339KShares$16.2 Million7.47% of portfolio
-
Penserra Capital Management LLC Orinda, CA278KShares$13.3 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.235KShares$11.2 Million3.02% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX155KShares$7.42 Million0.27% of portfolio