Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 180,674 shares of BSEP stock, worth $7.87 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
180,674Holding current value
$7.87 Million% of portfolio
0.82%Shares
5 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17.4 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14.2 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.5 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.94 Million0.02% of portfolio
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Cerity Partners LLC New York, NY164KShares$7.16 Million0.02% of portfolio