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

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,755 shares of PAUG stock, worth $303,453. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,755
Previous 7,755 -0.0%
Holding current value
$303,453
Previous $294 Million 1.69%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$35.57 - $37.86 $87,893 - $93,552
-2,471 Reduced 24.16%
7,755 $294 Million
Q2 2024

Aug 09, 2024
SELL
$34.4 - $36.54 $33,058 - $35,114
-961 Reduced 8.59%
10,226 $373 Million
Q1 2024

May 07, 2024
SELL
$32.98 - $35.38 $1.99 Million - $2.14 Million
-60,437 Reduced 84.38%
11,187 $396 Million
Q4 2023

Jan 05, 2024
BUY
$30.36 - $33.42 $2.17 Million - $2.39 Million
71,624 New
71,624 $2.39 Billion
Q2 2023

Jul 31, 2023
SELL
$29.26 - $31.2 $2,253 - $2,402
-77 Reduced 1.25%
6,059 $189 Million
Q1 2023

May 10, 2023
SELL
$28.22 - $29.78 $44,587 - $47,052
-1,580 Reduced 20.48%
6,136 $181 Million
Q4 2022

Feb 16, 2023
SELL
$26.9 - $29.23 $193,518 - $210,280
-7,194 Reduced 48.25%
7,716 $229 Million
Q1 2022

May 03, 2022
SELL
$28.96 - $30.48 $1.76 Million - $1.86 Million
-60,892 Reduced 80.33%
14,910 $432,000
Q4 2021

Feb 01, 2022
BUY
$29.21 - $30.44 $63,152 - $65,811
2,162 Added 2.94%
75,802 $2.27 Million
Q3 2021

Dec 09, 2021
BUY
$29.22 - $29.77 $140,109 - $142,747
4,795 Added 6.96%
73,640 $0
Q2 2021

Aug 19, 2021
BUY
$28.98 - $29.34 $452,030 - $457,645
15,598 Added 29.29%
68,845 $2.04 Million
Q1 2021

May 11, 2021
BUY
$28.08 - $28.94 $164,717 - $169,762
5,866 Added 12.38%
53,247 $1.55 Million
Q4 2020

Feb 09, 2021
BUY
$26.71 - $28.32 $365,312 - $387,332
13,677 Added 40.58%
47,381 $1.35 Million
Q3 2020

Dec 18, 2020
BUY
$25.77 - $27.5 $868,552 - $926,860
33,704 New
33,704 $936,000

Others Institutions Holding PAUG

# of Institutions
203
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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  • Ticker PAUG
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