Wealth Plan Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 20,095 shares of PSEP stock, worth $0. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,095
Holding current value
$0
% of portfolio
0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
20,095 New
20,095 $774 Million
Q2 2023

Jul 31, 2023
SELL
N/A
-1,841 Reduced 23.65%
5,945 $194 Million
Q1 2023

May 10, 2023
BUY
N/A
320 Added 4.29%
7,786 $239 Million
Q4 2022

Feb 16, 2023
BUY
N/A
7,466 New
7,466 $230 Million
Q2 2021

Aug 19, 2021
SELL
N/A
-865,066 Closed
0 $0
Q1 2021

May 11, 2021
BUY
N/A
26,682 Added 3.18%
865,066 $25.2 Million
Q4 2020

Feb 09, 2021
BUY
N/A
192,102 Added 29.72%
838,384 $23.6 Million
Q3 2020

Dec 18, 2020
BUY
N/A
646,282 New
646,282 $17.5 Million

Others Institutions Holding PSEP

# of Institutions
199
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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