Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CYPRESS FINANCIAL PLANNING LLC
  City: HADDON HEIGHTS
  State: NJ
  Zip: 08035
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $218,373,000
  Total Value Change : $108,200,000
  Securities Held Change : 24
   
All Securities Held : 66
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 50
  Unchanged Positions : 2
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UAN)1 Year Chart         UAN Cvr Partners, Lp 57 - $0.85 $275,000 3,500 0.13% 32,000 0 0.003    Agricultural & Fertil...
   (BJAN)1 Year Chart         BJAN Innovator S&p 500 Buffer Etf 58 - $0.00 $271,000 6,227 0.12% 20,000 0 0.152    N/A

      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results