Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History
Cypress Financial Planning LLC
- $302 Million
- Q2 2025
Shares
10 transactions
Others Institutions Holding PJAN
# of Institutions
259Shares Held
23MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.83MShares$171 Million0.06% of portfolio
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Commonwealth Equity Services, LLC1.4MShares$62.8 Million0.08% of portfolio
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Penserra Capital Management LLC Orinda, CA1.33MShares$59.7 Million0.82% of portfolio
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Mml Investors Services, LLC Springfield, MA854KShares$38.2 Million0.11% of portfolio
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Brookstone Capital Management783KShares$35 Million0.52% of portfolio