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

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.75M

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

309K
Shares

$13.3 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

205K
Shares

$8.83 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

164K
Shares

$7.07 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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