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 6,587 shares of PMAR stock, worth $260,515. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,587
Previous 6,287 4.77%
Holding current value
$260,515
Previous $238,000 8.4%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$36.89 - $39.25 $11,067 - $11,775
300 Added 4.77%
6,587 $258,000
Q2 2024

Jul 16, 2024

SELL
$35.78 - $37.99 $4,436 - $4,710
-124 Reduced 1.93%
6,287 $238,000
Q1 2024

Apr 12, 2024

BUY
$35.51 - $36.81 $227,654 - $235,988
6,411 New
6,411 $235,000

Others Institutions Holding PMAR

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PMAR
  • Sector ETFs
  • Industry ETFs
More about PMAR
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.