Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding BSEP
# of Institutions
105Shares Held
3.65MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$21.3 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.5 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC286KShares$12.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.91 Million0.02% of portfolio
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Cerity Partners LLC New York, NY164KShares$7.19 Million0.02% of portfolio