Cypress Financial Planning LLC INNOVATOR ETFS TRUST Transaction History

Cypress Financial Planning LLC

  • $302 Million
  • Q2 2025
Number of Shares
11,625
Previous 12,605 7.77%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
N/A
-980 Reduced 7.77%
11,625 $0
Q1 2025

Apr 09, 2025
SELL
N/A
-180 Reduced 1.41%
12,605 $0
Q4 2024

Jan 13, 2025
BUY
N/A
91 Added 0.72%
12,785 $0
Q3 2024

Oct 07, 2024
BUY
N/A
1,835 Added 16.9%
12,694 $0
Q2 2024

Jul 16, 2024
SELL
N/A
-81 Reduced 0.74%
10,859 $0
Q1 2024

Apr 12, 2024
SELL
N/A
-466 Reduced 4.09%
10,940 $0
Q4 2023

Jan 09, 2024
BUY
N/A
217 Added 1.94%
11,406 $0
Q3 2023

Oct 10, 2023
BUY
N/A
11,189 New
11,189 $0
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