Wealth Plan Investment Management, LLC INNOVATOR ETFS TRUST Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025
Number of Shares
8,709
Previous 6,487 34.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
2,222 Added 34.25%
8,709 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-2,120 Reduced 24.63%
6,487 $0
Q1 2024

May 16, 2024
BUY
N/A
8,607 New
8,607 $0
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email