Wealth Plan Partners, LLC Innovator Etfs Tr Uncapped Acc Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	SELL	N/A	-1,459 Reduced 13.23%	9,569 $294 Million
Q3 2023 Nov 01, 2023	BUY	N/A	11,028 New	11,028 $295 Million

Others Institutions Holding XUSP

# of Institutions

23

Shares Held

746K

Call Options Held

0

Put Options Held

0

Authentikos Wealth Advisory, LLC Morgan Hill, CA

212K
Shares

$0
6.68% of portfolio
Farther Finance Advisors, LLC San Francisco, CA

176K
Shares

$0
0.17% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

118K
Shares

$0
0.38% of portfolio
Capasso Planning Partners LLC Charleston, SC

64.8K
Shares

$0
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

24.9K
Shares

$0
0.0% of portfolio

About INNOVATOR ETFS TR UNCAPPED ACC

Ticker XUSP

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