Wealth Plan Partners, LLC Innovator Etfs Tr Us Equity Ac Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$26.46 - $28.7 $384,225 - $416,752	14,521 Added 75.67%	33,712 $967 Million
Q4 2022 Feb 16, 2023	BUY	$21.47 - $24.06 $412,030 - $461,735	19,191 New	19,191 $495 Million

Others Institutions Holding XDSQ

# of Institutions

32

Shares Held

1.08M

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

198K
Shares

$6.94 Million
0.02% of portfolio
Andina Capital Management, LLC Lehi, UT

140K
Shares

$4.89 Million
3.72% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

102K
Shares

$3.56 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

73.5K
Shares

$2.58 Million
0.01% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

66.6K
Shares

$2.33 Million
2.25% of portfolio

About INNOVATOR ETFS TR US EQUITY AC

Ticker XDSQ

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