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 38,944 shares of BSEP stock, worth $1.63 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
38,944
Previous 48,211 19.22%
Holding current value
$1.63 Million
Previous $1.89 Billion 16.36%
% of portfolio
0.17%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$37.97 - $40.68 $351,867 - $376,981
-9,267 Reduced 19.22%
38,944 $1.58 Billion
Q1 2024

May 07, 2024

SELL
$36.22 - $39.28 $12,278 - $13,315
-339 Reduced 0.7%
48,211 $1.89 Billion
Q4 2023

Jan 05, 2024

BUY
$32.63 - $36.73 $95,801 - $107,839
2,936 Added 6.44%
48,550 $1.78 Billion
Q3 2023

Nov 01, 2023

SELL
$33.54 - $35.45 $5,165 - $5,459
-154 Reduced 0.34%
45,614 $1.54 Billion
Q2 2023

Jul 31, 2023

BUY
$31.78 - $34.45 $9,534 - $10,335
300 Added 0.66%
45,768 $1.58 Billion
Q1 2023

May 10, 2023

BUY
$30.15 - $32.46 $41,034 - $44,178
1,361 Added 3.09%
45,468 $1.46 Billion
Q4 2022

Feb 16, 2023

BUY
$28.58 - $31.72 $133,211 - $147,846
4,661 Added 11.82%
44,107 $1.42 Billion
Q1 2022

May 03, 2022

BUY
$30.65 - $33.53 $16,704 - $18,273
545 Added 1.4%
39,446 $1.21 Million
Q4 2021

Feb 01, 2022

SELL
$31.19 - $33.48 $173,385 - $186,115
-5,559 Reduced 12.5%
38,901 $1.26 Million
Q3 2021

Dec 09, 2021

BUY
$31.24 - $32.32 $211,119 - $218,418
6,758 Added 17.92%
44,460 $0
Q2 2021

Aug 19, 2021

SELL
$30.6 - $31.84 $16,921 - $17,607
-553 Reduced 1.45%
37,702 $1.21 Million
Q1 2021

May 11, 2021

BUY
$28.87 - $30.48 $156,100 - $164,805
5,407 Added 16.46%
38,255 $1.19 Million
Q4 2020

Feb 09, 2021

BUY
$26.19 - $29.14 $860,289 - $957,190
32,848 New
32,848 $973,000

Others Institutions Holding BSEP

About INNOVATOR U.S. EQUITY BUFFER E


  • Ticker BSEP
  • Sector ETFs
  • Industry ETFs
More about BSEP
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