A detailed history of Cypress Wealth Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 41,011 shares of PMAR stock, worth $1.67 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
41,011
Previous 42,170 2.75%
Holding current value
$1.67 Million
Previous $1.66 Million 0.42%
% of portfolio
0.35%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$39.04 - $40.41 $45,247 - $46,835
-1,159 Reduced 2.75%
41,011 $1.65 Million
Q3 2024

Oct 08, 2024

SELL
$36.89 - $39.25 $421,578 - $448,549
-11,428 Reduced 21.32%
42,170 $1.66 Million
Q1 2024

Apr 15, 2024

BUY
$35.51 - $36.81 $1.32 Million - $1.37 Million
37,285 Added 228.56%
53,598 $1.97 Million
Q1 2023

Apr 07, 2023

BUY
$30.64 - $32.17 $162,729 - $170,854
5,311 Added 48.27%
16,313 $524,000
Q1 2022

Apr 22, 2022

BUY
$30.92 - $32.52 $340,181 - $357,785
11,002 New
11,002 $355,000

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 Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, 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 Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.