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

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

110

Shares Held

3.73M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

488K
Shares

$21.4 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

354K
Shares

$15.5 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

286K
Shares

$12.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

204K
Shares

$8.94 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

161K
Shares

$7.06 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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