Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Investment Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$30.36 - $33.42 $2 Million - $2.2 Million	65,887 New	65,887 $2.2 Million
Q2 2023 Aug 14, 2023	SELL	$29.26 - $31.2 $10,972 - $11,700	-375 Reduced 15.7%	2,013 $62,000
Q2 2023 Jul 25, 2023	BUY	$29.26 - $31.2 $10,972 - $11,700	375 Added 18.63%	2,388 $74,000
Q1 2023 May 08, 2023	SELL	$28.22 - $29.78 $160,938 - $169,835	-5,703 Reduced 73.91%	2,013 $59,000
Q4 2022 Feb 15, 2023	BUY	$26.9 - $29.23 $10,948 - $11,896	407 Added 5.57%	7,716 $218,000
Q3 2022 Dec 12, 2022	SELL	$26.97 - $29.75 $204,998 - $226,129	-7,601 Reduced 50.98%	7,309 $209,000
Q1 2022 Sep 07, 2022	BUY	$28.96 - $30.48 $431,793 - $454,456	14,910 New	14,910 $432,000

185

14.3M

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