Berkshire Money Management, Inc. Innovator Etfs Tr Us Equity Ac Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	BUY	$20.72 - $24.28 $529,665 - $620,669	25,563 New	25,563 $544,000

Others Institutions Holding XBJA

# of Institutions

34

Shares Held

2.15M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

546K
Shares

$15.6 Million
0.03% of portfolio
Sterling Financial Planning, Inc.

222K
Shares

$6.36 Million
2.39% of portfolio
Millington Financial Advisors, LLC Naperville, IL

194K
Shares

$5.57 Million
3.43% of portfolio
Steward Partners Investment Advisory, LLC

169K
Shares

$4.83 Million
0.04% of portfolio
Capasso Planning Partners LLC Charleston, SC

135K
Shares

$3.87 Million
1.52% of portfolio

About INNOVATOR ETFS TR US EQUITY AC

Ticker XBJA
Sector ETFs
Industry ETFs

More about XBJA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.