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

Cypress Financial Planning LLC

  • $322 Million
  • Q3 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 5,361 shares of PMAR stock, worth $236,902. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,361
Previous 5,361 -0.0%
Holding current value
$236,902
Previous $226,000 3.98%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$37.18 - $42.23 $70,084 - $79,603
-1,885 Reduced 26.01%
5,361 $226,000
Q1 2025

Apr 09, 2025
BUY
$39.51 - $41.0 $37,653 - $39,073
953 Added 15.14%
7,246 $288,000
Q4 2024

Jan 13, 2025
SELL
$39.04 - $40.41 $11,477 - $11,880
-294 Reduced 4.46%
6,293 $252,000
Q3 2024

Oct 07, 2024
BUY
$36.89 - $39.25 $11,067 - $11,775
300 Added 4.77%
6,587 $258,000
Q2 2024

Jul 16, 2024
SELL
$35.78 - $37.99 $4,436 - $4,710
-124 Reduced 1.93%
6,287 $238,000
Q1 2024

Apr 12, 2024
BUY
$35.51 - $36.81 $227,654 - $235,988
6,411 New
6,411 $235,000

Others Institutions Holding PMAR

# of Institutions
206
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PMAR Quotes by TradingView
  • Ticker PMAR
  • Sector ETFs
  • Industry ETFs
More about PMAR
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