Wealth Plan Investment Management, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,102 shares of PMAY stock, worth $381,686. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,102
Previous 11,677 4.92%
Holding current value
$381,686
Previous $367,000 1.91%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
SELL
$31.26 - $32.48 $17,974 - $18,676
-575 Reduced 4.92%
11,102 $360,000
Q4 2023

Jan 05, 2024
SELL
$28.85 - $31.49 $1,096 - $1,196
-38 Reduced 0.32%
11,677 $367,000
Q3 2023

Nov 15, 2023
BUY
$29.39 - $30.19 $344,303 - $353,675
11,715 New
11,715 $345,000
Q2 2023

Aug 14, 2023
SELL
$28.31 - $29.85 $906,684 - $956,005
-32,027 Reduced 91.54%
2,958 $88,000
Q2 2023

Jul 25, 2023
BUY
$28.31 - $29.85 $604,588 - $637,476
21,356 Added 156.7%
34,985 $1.04 Million
Q1 2023

May 08, 2023
SELL
$27.9 - $29.3 $1.07 Million - $1.12 Million
-38,227 Reduced 73.72%
13,629 $392,000
Q4 2022

Feb 15, 2023
BUY
$27.47 - $28.97 $107,078 - $112,925
3,898 Added 8.13%
51,856 $1.46 Million
Q3 2022

Dec 12, 2022
SELL
$27.19 - $29.49 $7.32 Million - $7.94 Million
-269,166 Reduced 84.88%
47,958 $1.36 Million
Q1 2022

Sep 07, 2022
BUY
$29.32 - $30.82 $9.3 Million - $9.77 Million
317,124 New
317,124 $9.12 Million

Others Institutions Holding PMAY

# of Institutions
155
Shares Held
9.44M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR S&P 500 PWR

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