Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
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 159,546 shares of BJUN stock, worth $6.24 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
159,546Holding current value
$6.24 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding BJUN
# of Institutions
85Shares Held
2.97MCall Options Held
0Put Options Held
0-
Brookstone Capital Management409KShares$16 Million0.27% of portfolio
-
Lantz Financial LLC259KShares$10.1 Million2.89% of portfolio
-
Penserra Capital Management LLC Orinda, CA254KShares$9.93 Million0.13% of portfolio
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Cerity Partners LLC New York, NY160KShares$6.24 Million0.02% of portfolio
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Commonwealth Equity Services, LLC127KShares$4.97 Million0.01% of portfolio