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

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BJUL

# of Institutions

115

Shares Held

4.14M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

564K
Shares

$24.2 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

400K
Shares

$17.2 Million
0.31% of portfolio
Integral Investment Advisors, Inc.

264K
Shares

$11.3 Million
3.74% of portfolio
Captrust Financial Advisors Raleigh, NC

250K
Shares

$10.7 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

180K
Shares

$7.72 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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