Wealth Plan Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 40,310 shares of BSEP stock, worth $1.75 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
40,310
Previous 129,813
68.95%
Holding current value
$1.75 Million
Previous $5.47 Billion
68.37%
% of portfolio
0.25%
Previous 0.73%
Shares
15 transactions
Others Institutions Holding BSEP
# of Institutions
114Shares Held
3.63MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$21.2 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA354KShares$15.4 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC286KShares$12.4 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.85 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY161KShares$6.99 Million0.02% of portfolio