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

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$32.62 - $34.69 $4.62 Million - $4.91 Million	141,615 New	141,615 $4.91 Billion
Q2 2023 Jul 31, 2023	SELL	$29.28 - $30.9 $1.53 Million - $1.61 Million	-52,162 Reduced 98.52%	781 $24.1 Million
Q1 2023 May 10, 2023	SELL	$28.04 - $29.43 $2.71 Million - $2.84 Million	-96,540 Reduced 64.58%	52,943 $1.56 Billion
Q4 2022 Feb 16, 2023	BUY	$26.55 - $28.53 $3.97 Million - $4.26 Million	149,483 New	149,483 $4.35 Billion
Q1 2021 May 11, 2021	SELL	$27.27 - $27.55 $1.22 Million - $1.24 Million	-44,840 Closed	0 $0
Q3 2020 Dec 18, 2020	SELL	$25.95 - $26.75 $342,436 - $352,993	-13,196 Reduced 22.74%	44,840 $1.21 Million
Q2 2020 Aug 19, 2020	BUY	$23.47 - $26.25 $438,795 - $490,770	18,696 Added 47.52%	58,036 $1.54 Million
Q2 2019 Aug 19, 2019	BUY	$24.7 - $25.78 $971,698 - $1.01 Million	39,340 New	39,340 $1.01 Million

Others Institutions Holding PAPR

# of Institutions

212

Shares Held

17.3M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.07M
Shares

$77.3 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

1.18M
Shares

$44 Million
0.06% of portfolio
Penserra Capital Management LLC Orinda, CA

1.12M
Shares

$42 Million
0.88% of portfolio
Wealth Enhancement Advisory Services, LLC

873K
Shares

$32.6 Million
0.07% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

608K
Shares

$22.7 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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