Wealth Plan Investment Management, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 9,824 shares of PMAY stock, worth $383,136. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,824

Previous 9,950 1.27%

Holding current value

$383,136

Previous $376,000 1.6%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$37.73 - $38.9 $4,753 - $4,901	-126 Reduced 1.27%	9,824 $382,000
Q2 2025 Jul 28, 2025	SELL	$33.11 - $37.79 $11,456 - $13,075	-346 Reduced 3.36%	9,950 $376,000
Q1 2025 May 09, 2025	SELL	$35.29 - $36.56 $1,940 - $2,010	-55 Reduced 0.53%	10,296 $368,000
Q3 2024 Nov 05, 2024	SELL	$33.3 - $35.24 $25,008 - $26,465	-751 Reduced 6.76%	10,351 $364,000
Q1 2024 May 16, 2024	SELL	$31.26 - $32.48 $17,974 - $18,676	-575 Reduced 4.92%	11,102 $360,000

Q4 2023 Jan 05, 2024	SELL	$28.85 - $31.49 $1,096 - $1,196	-38 Reduced 0.32%	11,677 $367,000
Q3 2023 Nov 15, 2023	BUY	$29.39 - $30.19 $344,303 - $353,675	11,715 New	11,715 $345,000
Q2 2023 Aug 14, 2023	SELL	$28.31 - $29.85 $906,684 - $956,005	-32,027 Reduced 91.54%	2,958 $88,000
Q2 2023 Jul 25, 2023	BUY	$28.31 - $29.85 $604,588 - $637,476	21,356 Added 156.7%	34,985 $1.04 Million
Q1 2023 May 08, 2023	SELL	$27.9 - $29.3 $1.07 Million - $1.12 Million	-38,227 Reduced 73.72%	13,629 $392,000
Q4 2022 Feb 15, 2023	BUY	$26.8 - $28.97 $104,466 - $112,925	3,898 Added 8.13%	51,856 $1.46 Million
Q3 2022 Dec 12, 2022	SELL	$26.8 - $29.49 $7.21 Million - $7.94 Million	-269,166 Reduced 84.88%	47,958 $1.36 Million
Q1 2022 Sep 07, 2022	BUY	$29.32 - $30.82 $9.3 Million - $9.77 Million	317,124 New	317,124 $9.12 Million

Others Institutions Holding PMAY

# of Institutions

191

Shares Held

13.8M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
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Wealth Plan Investment Management, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History