Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding BSEP
# of Institutions
114Shares Held
3.63MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$21.2 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA354KShares$15.4 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC286KShares$12.4 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.85 Million0.02% of portfolio
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Cerity Partners LLC New York, NY161KShares$6.99 Million0.02% of portfolio