Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 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 28,636 shares of BJUL stock, worth $1.38 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
28,636
Previous 186,105 84.61%
Holding current value
$1.38 Million
Previous $8.04 Million 83.21%
% of portfolio
0.11%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$39.61 - $47.13 $6.24 Million - $7.42 Million
-157,469 Reduced 84.61%
28,636 $1.35 Million
Q1 2025

May 09, 2025
BUY
$42.65 - $46.09 $7.94 Million - $8.58 Million
186,105 New
186,105 $8.04 Million

Others Institutions Holding BJUL

# of Institutions
113
Shares Held
3.72M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

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