Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Cypress Financial Planning LLC
- $270 Million
- Q4 2024
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 8,073 shares of BJAN stock, worth $394,043. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,073
Previous 8,073
-0.0%
Holding current value
$394,043
Previous $375,000
3.2%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
114Shares Held
3.44MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$16.3 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$15.7 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.241KShares$11.8 Million3.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$7.07 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$6.53 Million0.21% of portfolio