Cypress Financial Planning LLC Options Holdings

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MS
Morgan Stanley

Financial Services
PUT
$1.56 Million
15K
Q2 2024
New holding
DFS
Discover Financial Services

Financial Services
PUT
$1.05 Million
7.5K
Q2 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$286,000
500
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $270 Million
  • Prior Value $240 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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