Wealth Plan Partners, LLC Innovator Etfs Tr U S Equity A 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	$21.16 - $22.85 $26,979 - $29,133	1,275 New	1,275 $29.1 Million

Others Institutions Holding XTOC

# of Institutions

17

Shares Held

260K

Call Options Held

0

Put Options Held

0

Brinker Capital Investments, LLC

85.4K
Shares

$2.57 Million
0.04% of portfolio
Bullseye Investment Management, LLC

39.6K
Shares

$1.19 Million
2.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

34.8K
Shares

$1.05 Million
0.0% of portfolio
Sunbelt Securities, Inc. Houston, TX

28.4K
Shares

$852,458
0.08% of portfolio
Millington Financial Advisors, LLC Naperville, IL

25.1K
Shares

$754,134
0.44% of portfolio

About INNOVATOR ETFS TR U S EQUITY A

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