Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BNOV

# of Institutions

92

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

577K
Shares

$24.1 Million
0.36% of portfolio
Penserra Capital Management LLC Orinda, CA

460K
Shares

$19.2 Million
0.31% of portfolio
Envestnet Asset Management Inc

179K
Shares

$7.49 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

165K
Shares

$6.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

125K
Shares

$5.23 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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