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

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BJUL

# of Institutions

115

Shares Held

4.14M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

564K
Shares

$25.5 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

400K
Shares

$18.1 Million
0.31% of portfolio
Integral Investment Advisors, Inc.

264K
Shares

$11.9 Million
3.74% of portfolio
Captrust Financial Advisors Raleigh, NC

250K
Shares

$11.3 Million
0.03% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

186K
Shares

$8.41 Million
0.85% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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