Wealth Plan Investment Management, LLC INNOVATOR ETFS TRUST Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Number of Shares
29,140
Previous 193,357 84.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 28, 2025
SELL
N/A
-164,217 Reduced 84.93%
29,140 $0
Q1 2025

May 09, 2025
BUY
N/A
193,357 New
193,357 $0
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email