Cypress Financial Planning LLC Options Holdings

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MS
Morgan Stanley

Financial Services
PUT
$1.26 Million
10K
Q4 2024
Reduced 33.33%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$293,000
500
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $270 Million
  • Prior Value $270 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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