Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 8,357 shares of UAUG stock, worth $300,183. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,357
Previous 8,446
1.05%
Holding current value
$300,183
Previous $284,000
2.82%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.8 Million0.68% of portfolio
-
Kestra Advisory Services, LLC347KShares$12.5 Million0.07% of portfolio
-
Kfg Wealth Management, LLC Granger, IN262KShares$9.43 Million2.67% of portfolio
-
Onyx Bridge Wealth Group LLC245KShares$8.8 Million1.34% of portfolio
-
Commonwealth Equity Services, LLC175KShares$6.27 Million0.01% of portfolio