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

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

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 180,674 shares of BSEP stock, worth $7.86 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
180,674
Holding current value
$7.86 Million
% of portfolio
0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$39.49 - $42.12 $7.13 Million - $7.61 Million
180,674 New
180,674 $7.61 Million
Q3 2023

Nov 09, 2023
BUY
$33.54 - $35.45 $1.53 Million - $1.62 Million
45,614 New
45,614 $1.54 Million
Q4 2022

Feb 15, 2023
BUY
$28.58 - $31.72 $13,689 - $15,193
479 Added 1.1%
44,107 $1.34 Million
Q3 2022

Dec 12, 2022
BUY
$28.61 - $31.84 $119,647 - $133,154
4,182 Added 10.6%
43,628 $1.35 Million
Q1 2022

Sep 07, 2022
BUY
$30.65 - $33.53 $1.21 Million - $1.32 Million
39,446 New
39,446 $1.21 Million

Others Institutions Holding BSEP

# of Institutions
102
Shares Held
3.75M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BSEP Quotes by TradingView
  • Ticker BSEP
  • Sector ETFs
  • Industry ETFs
More about BSEP
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