Wealth Plan Investment Management, LLC Innovator Etfs Tr Equity Manag 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 Equity Manag stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,898 shares of SFLR stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,898
Previous 15,916 18.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-3,018 Reduced 18.96%
12,898 $0
Q2 2025

Jul 28, 2025
BUY
N/A
14 Added 0.09%
15,916 $0
Q1 2025

May 09, 2025
SELL
N/A
-4,054 Reduced 20.31%
15,902 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,217 Added 6.49%
19,956 $0
Q3 2024

Nov 05, 2024
BUY
N/A
18,739 New
18,739 $0
Q3 2023

Nov 09, 2023
BUY
N/A
18,477 New
18,477 $0

Others Institutions Holding SFLR

# of Institutions
149
Shares Held
23.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR EQUITY MANAG

SFLR Quotes by TradingView
  • Ticker SFLR
More about SFLR
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