Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 6,981 shares of BJAN stock, worth $315,192. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,981
Previous 8,073
13.53%
Holding current value
$315,192
Previous $387,000
16.28%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding BJAN
# of Institutions
117Shares Held
3.61MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$15.1 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$14.5 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.249KShares$11.2 Million3.81% of portfolio
-
Marcum Wealth, LLC157KShares$7.11 Million0.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.54 Million0.01% of portfolio