Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BNOV

# of Institutions

85

Shares Held

3M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

533K
Shares

$21.4 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

331K
Shares

$13.3 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

154K
Shares

$6.19 Million
0.01% of portfolio
Buska Wealth Management, LLC Wausau, WI

142K
Shares

$5.69 Million
1.84% of portfolio
Raymond James Financial Inc St. Petersburg, FL

129K
Shares

$5.17 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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