Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 16,146 shares of BJAN stock, worth $860,420. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,146Holding current value
$860,420% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding BJAN
# of Institutions
125Shares Held
3.99MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA352KShares$18.7 Million0.24% of portfolio
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Commonwealth Equity Services, LLC272KShares$14.5 Million0.02% of portfolio
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Integral Investment Advisors, Inc.251KShares$13.4 Million3.72% of portfolio
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High Tower Advisors, LLC Chicago, IL164KShares$8.74 Million0.01% of portfolio
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Marcum Wealth, LLC157KShares$8.39 Million0.64% of portfolio