Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History

Cypress Financial Planning LLC

$276 Million
Q1 2025

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 16,999 shares of PAUG stock, worth $623,183. This represents 0.23% of its overall portfolio holdings.

Number of Shares

16,999

Previous 19,873 14.46%

Holding current value

$623,183

Previous $765,000 16.34%

% of portfolio

0.23%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$37.4 - $39.42 $107,487 - $113,293	-2,874 Reduced 14.46%	16,999 $640,000
Q4 2024 Jan 13, 2025	SELL	$37.61 - $38.92 $10,756 - $11,131	-286 Reduced 1.42%	19,873 $765,000
Q3 2024 Oct 07, 2024	BUY	$35.57 - $37.86 $234,086 - $249,156	6,581 Added 48.47%	20,159 $763,000
Q2 2024 Jul 16, 2024	SELL	$34.4 - $36.54 $2,064 - $2,192	-60 Reduced 0.44%	13,578 $495,000
Q1 2024 Apr 12, 2024	BUY	$32.98 - $35.38 $139,010 - $149,126	4,215 Added 44.73%	13,638 $482,000
Q4 2023 Jan 09, 2024	SELL	$30.36 - $33.42 $129,940 - $143,037	-4,280 Reduced 31.23%	9,423 $314,000
Q3 2023 Oct 10, 2023	BUY	$30.83 - $32.2 $422,463 - $441,236	13,703 New	13,703 $425,000

Others Institutions Holding PAUG

# of Institutions

211

Shares Held

17.4M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
Sector ETFs
Industry ETFs

More about PAUG

Track This Portfolio

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.

Account

Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History