Wealth Plan Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 14,816 shares of POCT stock, worth $593,973. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,816

Holding current value

$593,973

% of portfolio

0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$38.63 - $40.03 $572,342 - $593,084	14,816 New	14,816 $586 Million
Q1 2023 May 10, 2023	BUY	$29.91 - $31.63 $9,720 - $10,279	325 New	325 $10.3 Million
Q1 2021 May 11, 2021	SELL	$27.5 - $28.5 $1.31 Million - $1.36 Million	-47,795 Closed	0 $0
Q3 2020 Dec 18, 2020	SELL	$25.21 - $26.41 $346,108 - $362,582	-13,729 Reduced 22.31%	47,795 $1.3 Million
Q2 2020 Aug 19, 2020	SELL	$22.0 - $25.52 $14 Million - $16.3 Million	-638,049 Reduced 91.21%	61,524 $1.6 Million
Q1 2020 May 15, 2020	BUY	$20.78 - $25.59 $13.7 Million - $16.8 Million	657,818 Added 1575.42%	699,573 $16.9 Million
Q4 2018 Feb 20, 2019	BUY	$22.21 - $24.74 $927,378 - $1.03 Million	41,755 New	41,755 $1.01 Million

Others Institutions Holding POCT

# of Institutions

192

Shares Held

13.6M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Wealth Plan Partners, LLC Innovator U.S. Equity Power Bu Transaction History