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

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$26.65 - $27.98 $173,891 - $182,569	6,525 New	6,525 $180 Million

Others Institutions Holding UJUN

# of Institutions

47

Shares Held

1.45M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.47 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

173K
Shares

$5.95 Million
1.52% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.61 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

123K
Shares

$4.22 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

86K
Shares

$2.95 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
Sector ETFs
Industry ETFs

More about UJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.