Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q1 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 186,105 shares of BJUL stock, worth $7.99 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
186,105Holding current value
$7.99 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$24.2 Million0.03% of portfolio
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Penserra Capital Management LLC Orinda, CA400KShares$17.2 Million0.31% of portfolio
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Integral Investment Advisors, Inc.264KShares$11.3 Million3.74% of portfolio
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Captrust Financial Advisors Raleigh, NC250KShares$10.7 Million0.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ180KShares$7.72 Million0.02% of portfolio