Wealth Plan Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
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 88,140 shares of BJUL stock, worth $3.98 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
88,140Holding current value
$3.98 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$25.5 Million0.03% of portfolio
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Penserra Capital Management LLC Orinda, CA400KShares$18.1 Million0.31% of portfolio
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Integral Investment Advisors, Inc.264KShares$11.9 Million3.74% of portfolio
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Captrust Financial Advisors Raleigh, NC250KShares$11.3 Million0.03% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.41 Million0.85% of portfolio