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 25,871 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,871
Previous 26,719 3.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 13, 2025
SELL
N/A
-848 Reduced 3.17%
25,871 $0
Q3 2024

Oct 07, 2024
BUY
N/A
12,827 Added 92.33%
26,719 $0
Q2 2024

Jul 16, 2024
BUY
N/A
439 Added 3.26%
13,892 $0
Q1 2024

Apr 12, 2024
BUY
N/A
84 Added 0.63%
13,453 $0
Q4 2023

Jan 09, 2024
SELL
N/A
-343 Reduced 2.5%
13,369 $0
Q3 2023

Oct 10, 2023
SELL
N/A
-1,160 Reduced 7.8%
13,712 $0
Q2 2023

Jul 11, 2023
SELL
N/A
-500 Reduced 3.25%
14,872 $0
Q1 2023

Apr 07, 2023
SELL
N/A
-805 Reduced 4.98%
15,372 $0
Q4 2022

Jan 30, 2023
SELL
N/A
-1,114 Reduced 6.44%
16,177 $0
Q3 2022

Oct 13, 2022
BUY
N/A
2,905 Added 20.19%
17,291 $481,000
Q2 2022

Jul 20, 2022
BUY
N/A
14,386 New
14,386 $404,000

Others Institutions Holding PSEP

# of Institutions
204
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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