Wealth Plan Investment Management, LLC Innovator Etfs Tr Equity Manag Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator Etfs Tr Equity Manag stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,902 shares of SFLR stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,902
Previous 19,956 20.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2025
SELL
N/A
-4,054 Reduced 20.31%
15,902 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,217 Added 6.49%
19,956 $0
Q3 2024

Nov 05, 2024
BUY
N/A
18,739 New
18,739 $0
Q3 2023

Nov 09, 2023
BUY
N/A
18,477 New
18,477 $0

Others Institutions Holding SFLR

# of Institutions
125
Shares Held
17.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR EQUITY MANAG

SFLR Quotes by TradingView
  • Ticker SFLR
More about SFLR
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