Wealth Plan Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 48,211 shares of BSEP stock, worth $1.97 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
48,211
Previous 48,550
0.7%
Holding current value
$1.97 Million
Previous $1.78 Billion
6.35%
% of portfolio
0.2%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.25 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.06 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.62 Million0.01% of portfolio