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

Wealth Plan Investment Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$32.94 - $36.21 $658,898 - $724,308	20,003 Added 17.2%	136,270 $4.93 Million
Q3 2023 Nov 15, 2023	BUY	$33.63 - $34.86 $1.92 Million - $1.99 Million	57,040 Added 96.31%	116,267 $3.92 Million
Q3 2023 Nov 09, 2023	SELL	$33.63 - $34.86 $1.38 Million - $1.43 Million	-40,981 Reduced 40.9%	59,227 $2 Million
Q2 2023 Aug 14, 2023	BUY	$31.38 - $34.22 $3.14 Million - $3.43 Million	100,129 Added 126745.57%	100,208 $3.43 Million
Q2 2023 Jul 25, 2023	SELL	$31.38 - $34.22 $3.87 Million - $4.21 Million	-123,168 Reduced 99.94%	79 $2,000
Q1 2023 May 08, 2023	SELL	$29.97 - $31.76 $1.49 Million - $1.58 Million	-49,839 Reduced 28.79%	123,247 $3.9 Million
Q4 2022 Feb 15, 2023	BUY	$28.61 - $30.97 $40,626 - $43,977	1,420 Added 0.83%	173,086 $5.23 Million
Q3 2022 Dec 12, 2022	SELL	$28.61 - $31.19 $1.14 Million - $1.24 Million	-39,673 Reduced 18.77%	171,666 $5.23 Million
Q1 2022 Sep 07, 2022	BUY	$29.54 - $30.91 $6.24 Million - $6.53 Million	211,339 New	211,339 $6.22 Million

235

17.7M

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