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

Wealth Plan Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$39.49 - $42.12 $7.13 Million - $7.61 Million	180,674 New	180,674 $7.61 Million
Q3 2023 Nov 09, 2023	BUY	$33.54 - $35.45 $1.53 Million - $1.62 Million	45,614 New	45,614 $1.54 Million
Q4 2022 Feb 15, 2023	BUY	$28.58 - $31.72 $13,689 - $15,193	479 Added 1.1%	44,107 $1.34 Million
Q3 2022 Dec 12, 2022	BUY	$28.61 - $31.84 $119,647 - $133,154	4,182 Added 10.6%	43,628 $1.35 Million
Q1 2022 Sep 07, 2022	BUY	$30.65 - $33.53 $1.21 Million - $1.32 Million	39,446 New	39,446 $1.21 Million

114

3.51M

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.