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

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$26.65 - $27.98 $173,891 - $182,569	6,525 New	6,525 $180 Million

Others Institutions Holding UJUN

# of Institutions

48

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

214K
Shares

$7.22 Million
0.59% of portfolio
Kfg Wealth Management, LLC Granger, IN

173K
Shares

$5.85 Million
1.52% of portfolio
Trek Financial, LLC Scottsdale, AZ

162K
Shares

$5.47 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

123K
Shares

$4.14 Million
0.34% of portfolio
Commonwealth Equity Services, LLC

84.5K
Shares

$2.85 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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