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

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

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 8,352 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,352
Holding current value
$0
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
8,352 New
8,352 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-20,144 Reduced 99.93%
14 $0
Q2 2023

Jul 25, 2023
BUY
N/A
20,144 Added 143885.7%
20,158 $0
Q1 2023

May 08, 2023
SELL
N/A
-7,452 Reduced 99.81%
14 $0
Q3 2022

Dec 12, 2022
BUY
N/A
7,466 New
7,466 $221,000

Others Institutions Holding PSEP

# of Institutions
199
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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