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

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.75M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$17.2 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14.1 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

309K
Shares

$13.4 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

205K
Shares

$8.88 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

164K
Shares

$7.11 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
Sector ETFs
Industry ETFs

More about BSEP

Track This Portfolio

Portfolio Update

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

News

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