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

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

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 13,779 shares of PDEC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,779
Previous 11,321 21.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 13, 2025
BUY
N/A
2,458 Added 21.71%
13,779 $0
Q3 2024

Oct 07, 2024
SELL
N/A
-1,290 Reduced 10.23%
11,321 $0
Q2 2024

Jul 16, 2024
SELL
N/A
-59 Reduced 0.47%
12,611 $0
Q1 2024

Apr 12, 2024
BUY
N/A
6,538 Added 106.62%
12,670 $0
Q4 2023

Jan 09, 2024
SELL
N/A
-5,918 Reduced 49.11%
6,132 $0
Q3 2023

Oct 10, 2023
SELL
N/A
-686 Reduced 5.39%
12,050 $0
Q2 2023

Jul 11, 2023
SELL
N/A
-25 Reduced 0.2%
12,736 $0
Q1 2023

Apr 07, 2023
SELL
N/A
-1,696 Reduced 11.73%
12,761 $0
Q4 2022

Jan 30, 2023
BUY
N/A
3,640 Added 33.65%
14,457 $0
Q2 2022

Jul 20, 2022
BUY
N/A
10,817 New
10,817 $311,000

Others Institutions Holding PDEC

# of Institutions
215
Shares Held
21.6M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PDEC Quotes by TradingView
  • Ticker PDEC
More about PDEC
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.

Choose your preferred platform and Sign Up 👇 Telegram Email