Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding BMAY
# of Institutions
85Shares Held
2.8MCall Options Held
0Put Options Held
0-
Brookstone Capital Management389KShares$15.3 Million0.28% of portfolio
-
Penserra Capital Management LLC Orinda, CA267KShares$10.5 Million0.13% of portfolio
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Valtinson Bruner Financial Planning LLC226KShares$8.9 Million4.61% of portfolio
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Raymond James & Associates St Petersburg, FL142KShares$5.61 Million0.0% of portfolio
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Commonwealth Equity Services, LLC142KShares$5.58 Million0.01% of portfolio