Wp Wealth LLP Innovator U.S. Equity Buffer E Transaction History

Wp Wealth LLP

$482 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	SELL	$34.88 - $36.48 $140,182 - $146,613	-4,019 Reduced 22.18%	14,100 $493 Million
Q1 2023 May 12, 2023	BUY	$30.89 - $33.56 $559,695 - $608,073	18,119 New	18,119 $608 Million

Others Institutions Holding BAPR

# of Institutions

103

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

409K
Shares

$18 Million
0.03% of portfolio
Brookstone Capital Management

403K
Shares

$17.7 Million
0.29% of portfolio
Penserra Capital Management LLC Orinda, CA

304K
Shares

$13.4 Million
0.29% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.1 Million
3.02% of portfolio
Cerity Partners LLC New York, NY

204K
Shares

$8.96 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BAPR
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