Wealth Plan Investment Management, LLC Innovator Etfs Tr Us Equity Ac 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 XBOC

# of Institutions

39

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

466K
Shares

$14.1 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

152K
Shares

$4.59 Million
0.01% of portfolio
Blue Bell Private Wealth Management, LLC

118K
Shares

$3.56 Million
0.7% of portfolio
Centaurus Financial, Inc.

101K
Shares

$3.05 Million
0.21% of portfolio
Bullseye Investment Management, LLC

94K
Shares

$2.84 Million
4.15% of portfolio

About INNOVATOR ETFS TR US EQUITY AC

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