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

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.31M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$17.1 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.5 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.96 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$5.81 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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