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

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PAUG

# of Institutions

204

Shares Held

17.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.73M
Shares

$105 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.06M
Shares

$41 Million
0.87% of portfolio
Commonwealth Equity Services, LLC

898K
Shares

$34.6 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

896K
Shares

$34.5 Million
0.08% of portfolio
Brookstone Capital Management

894K
Shares

$34.4 Million
0.56% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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