Cypress Financial Planning LLC Innovator Etfs Tr Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q3 2024
A detailed history of Cypress Financial Planning LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 15,197 shares of IJUL stock, worth $419,285. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,197
Previous 7,471
103.41%
Holding current value
$419,285
Previous $210,000
112.38%
% of portfolio
0.17%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IJUL
# of Institutions
87Shares Held
4.75MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$36.8 Million5.58% of portfolio
-
Lantz Financial LLC286KShares$7.88 Million2.39% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ279KShares$7.7 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL271KShares$7.48 Million0.01% of portfolio
-
Berger Financial Group, Inc Plymouth, MN233KShares$6.43 Million0.58% of portfolio