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Company Main View
Name:
CYPRESS FINANCIAL PLANNING LLC
City:
HADDON HEIGHTS
State:
NJ
Zip:
08035
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
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
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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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
Cvr Partners, Lp
57
-
$0.85
$275,000
3,500
0.13%
32,000
0
0.003
Agricultural & Fertil...
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
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Summary:
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