Wealth Plan Partners, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls 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

$17.4 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14.2 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

309K
Shares

$13.5 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

205K
Shares

$8.94 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

181K
Shares

$7.87 Million
0.82% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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