Cypress Financial Planning LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

A detailed history of Cypress Financial Planning LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Cypress Financial Planning LLC holds 7,236 shares of PMAY stock, worth $282,204. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,236
Previous 7,273 0.51%
Holding current value
$282,204
Previous $274,000 2.55%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$37.73 - $38.9 $1,396 - $1,439
-37 Reduced 0.51%
7,236 $281,000
Q2 2025

Jul 10, 2025
SELL
$33.11 - $37.79 $3,642 - $4,156
-110 Reduced 1.49%
7,273 $274,000
Q1 2025

Apr 09, 2025
SELL
$35.29 - $36.56 $4,728 - $4,899
-134 Reduced 1.78%
7,383 $263,000
Q4 2024

Jan 13, 2025
SELL
$35.07 - $36.08 $10,100 - $10,391
-288 Reduced 3.69%
7,517 $269,000
Q3 2024

Oct 07, 2024
SELL
$33.3 - $35.24 $73,459 - $77,739
-2,206 Reduced 22.04%
7,805 $275,000
Q2 2024

Jul 16, 2024
BUY
$32.47 - $34.15 $2,175 - $2,288
67 Added 0.67%
10,011 $341,000
Q1 2024

Apr 12, 2024
BUY
$31.26 - $32.48 $70,116 - $72,852
2,243 Added 29.13%
9,944 $322,000
Q4 2023

Jan 09, 2024
SELL
$28.85 - $31.49 $74,144 - $80,929
-2,570 Reduced 25.02%
7,701 $242,000
Q3 2023

Oct 10, 2023
SELL
$29.39 - $30.19 $3,526 - $3,622
-120 Reduced 1.15%
10,271 $303,000
Q2 2023

Jul 11, 2023
BUY
$28.31 - $29.85 $91,101 - $96,057
3,218 Added 44.86%
10,391 $310,000
Q1 2023

Apr 07, 2023
SELL
$27.9 - $29.3 $1.64 Million - $1.72 Million
-58,794 Reduced 89.13%
7,173 $206,000
Q4 2022

Jan 30, 2023
BUY
$26.8 - $28.97 $1.77 Million - $1.91 Million
65,967 New
65,967 $1.85 Million

Others Institutions Holding PMAY

# of Institutions
191
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR S&P 500 PWR

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