Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Put Options Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding BJUN
# of Institutions
85Shares Held
2.98MCall Options Held
0Put Options Held
0-
Brookstone Capital Management409KShares$16 Million0.27% of portfolio
-
Lantz Financial LLC259KShares$10.1 Million2.89% of portfolio
-
Penserra Capital Management LLC Orinda, CA254KShares$9.93 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY160KShares$6.24 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC127KShares$4.97 Million0.01% of portfolio