Wealth Plan Investment Management, LLC Innovator Etfs Tr Uncapped Acc Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator Etfs Tr Uncapped Acc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,358 shares of XUSP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,358
Previous 9,569
23.11%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XUSP
# of Institutions
24Shares Held
503KCall Options Held
0Put Options Held
0-
Farther Finance Advisors, LLC San Francisco, CA201KShares$00.17% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH67.9KShares$00.27% of portfolio
-
Harbour Investments, Inc. Madison, WI33.9KShares$00.0% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO32.6KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ28.2KShares$00.0% of portfolio