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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 43,728 shares of PJAN stock, worth $1.91 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
43,728
Previous 41,984 4.15%
Holding current value
$1.91 Million
Previous $1.77 Million 2.26%
% of portfolio
0.19%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$41.09 - $43.24 $71,660 - $75,410
1,744 Added 4.15%
43,728 $1.81 Million
Q4 2024

Jan 30, 2025
BUY
$41.16 - $42.25 $589,287 - $604,893
14,317 Added 51.75%
41,984 $1.77 Million
Q3 2024

Nov 05, 2024
BUY
$39.31 - $41.32 $54,365 - $57,145
1,383 Added 5.26%
27,667 $1.14 Million
Q2 2024

Aug 09, 2024
SELL
$38.2 - $40.26 $214,111 - $225,657
-5,605 Reduced 17.58%
26,284 $1.06 Million
Q1 2024

May 16, 2024
SELL
$36.88 - $39.11 $1.04 Million - $1.1 Million
-28,151 Reduced 46.89%
31,889 $1.25 Million
Q4 2023

Jan 05, 2024
SELL
$33.78 - $37.24 $1.36 Million - $1.5 Million
-40,332 Reduced 40.18%
60,040 $2.24 Million
Q3 2023

Nov 15, 2023
BUY
$34.68 - $35.75 $1.3 Million - $1.34 Million
37,409 Added 59.41%
100,372 $3.49 Million
Q3 2023

Nov 09, 2023
SELL
$34.68 - $35.75 $527,101 - $543,364
-15,199 Reduced 19.45%
62,963 $2.19 Million
Q2 2023

Aug 14, 2023
BUY
$33.11 - $35.11 $2.55 Million - $2.71 Million
77,092 Added 7204.86%
78,162 $2.74 Million
Q2 2023

Jul 25, 2023
SELL
$33.11 - $35.11 $3.49 Million - $3.7 Million
-105,397 Reduced 98.99%
1,070 $37,000
Q1 2023

May 08, 2023
SELL
$31.4 - $33.34 $1.73 Million - $1.84 Million
-55,113 Reduced 34.11%
106,467 $3.54 Million
Q4 2022

Feb 15, 2023
BUY
$29.37 - $32.4 $27,079 - $29,872
922 Added 0.57%
161,580 $5.09 Million
Q3 2022

Dec 12, 2022
SELL
$29.43 - $32.09 $709,586 - $773,721
-24,111 Reduced 13.05%
160,658 $5.13 Million
Q1 2022

Sep 07, 2022
BUY
$31.07 - $33.35 $5.74 Million - $6.16 Million
184,769 New
184,769 $5.73 Million

Others Institutions Holding PJAN

# of Institutions
258
Shares Held
22.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJAN Quotes by TradingView
  • Ticker PJAN
  • Sector ETFs
  • Industry ETFs
More about PJAN
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