Wealth Plan Investment Management, LLC Innovator Etfs Tr Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding IJUL
# of Institutions
87Shares Held
4.75MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$37.2 Million5.58% of portfolio
-
Lantz Financial LLC286KShares$7.96 Million2.39% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ279KShares$7.78 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL271KShares$7.56 Million0.01% of portfolio
-
Berger Financial Group, Inc Plymouth, MN233KShares$6.5 Million0.58% of portfolio