Wealth Plan Partners, LLC INNOVATOR ETFS TRUST Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025
Number of Shares
39,667
Previous 39,667 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-27,922 Reduced 41.31%
39,667 $995 Million
Q4 2024

Jan 30, 2025
BUY
N/A
67,589 New
67,589 $1.72 Billion
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email