Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,718 shares of PJUN stock, worth $255,754. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,718
Holding current value
$255,754
% of portfolio
0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$36.63 - $37.8 $246,080 - $253,940
6,718 New
6,718 $252,000
Q3 2023

Nov 09, 2023
BUY
$31.24 - $32.1 $405,963 - $417,139
12,995 New
12,995 $406,000
Q1 2023

May 08, 2023
SELL
$29.62 - $31.13 $365,273 - $383,895
-12,332 Reduced 73.1%
4,539 $139,000
Q4 2022

Feb 15, 2023
BUY
$28.33 - $30.68 $4,589 - $4,970
162 Added 0.97%
16,871 $501,000
Q3 2022

Dec 12, 2022
BUY
$28.37 - $31.17 $26,639 - $29,268
939 Added 5.95%
16,709 $502,000
Q1 2022

Sep 07, 2022
BUY
$31.06 - $32.38 $489,816 - $510,632
15,770 New
15,770 $488,000

Others Institutions Holding PJUN

# of Institutions
167
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUN Quotes by TradingView
  • Ticker PJUN
  • Sector ETFs
  • Industry ETFs
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