WealthPlan Investment Management, LLC BJUL Holdings History
WealthPlan Investment Management, LLC's Innovator U.S. Equity Buffer ETF - July Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 186,105.00 shares of Innovator U.S. Equity Buffer ETF - July(BJUL), totaling $8.04 Mil. This investment constitutes 0.79% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 3.27% of the outstanding Innovator U.S. Equity Buffer ETF - July(BJUL) stock.
The initial trade took place in 2025Q1. And since then WealthPlan Investment Management, LLC has made 1 purchases of BJUL, at an average price of $44.73, for a total of 186,105.00 shares. Based on historical transaction data and BJUL's current price of $47.33, WealthPlan Investment Management, LLC's estimated gain on his BJUL holdings is $483,873.00, reflecting a 5.81% gain to date.
WealthPlan Investment Management, LLC BJUL ($47.33) Holding Chart
WealthPlan Investment Management, LLC BJUL ($47.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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