Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History

Cypress Financial Planning LLC

$302 Million
Q2 2025

A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cypress Financial Planning LLC holds 14,126 shares of PDEC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,126

Previous 14,294 1.18%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	N/A	-168 Reduced 1.18%	14,126 $0
Q1 2025 Apr 09, 2025	BUY	N/A	515 Added 3.74%	14,294 $0
Q4 2024 Jan 13, 2025	BUY	N/A	2,458 Added 21.71%	13,779 $0
Q3 2024 Oct 07, 2024	SELL	N/A	-1,290 Reduced 10.23%	11,321 $0
Q2 2024 Jul 16, 2024	SELL	N/A	-59 Reduced 0.47%	12,611 $0
Q1 2024 Apr 12, 2024	BUY	N/A	6,538 Added 106.62%	12,670 $0
Q4 2023 Jan 09, 2024	SELL	N/A	-5,918 Reduced 49.11%	6,132 $0
Q3 2023 Oct 10, 2023	SELL	N/A	-686 Reduced 5.39%	12,050 $0
Q2 2023 Jul 11, 2023	SELL	N/A	-25 Reduced 0.2%	12,736 $0
Q1 2023 Apr 07, 2023	SELL	N/A	-1,696 Reduced 11.73%	12,761 $0
Q4 2022 Jan 30, 2023	BUY	N/A	3,640 Added 33.65%	14,457 $0
Q2 2022 Jul 20, 2022	BUY	N/A	10,817 New	10,817 $311,000

Others Institutions Holding PDEC

# of Institutions

232

Shares Held

22.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PDEC

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Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History