Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 2025
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 8,103 shares of UAUG stock, worth $303,538. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,103
Previous 8,357
3.04%
Holding current value
$303,538
Previous $296,000
5.41%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding UAUG
# of Institutions
92Shares Held
2.46MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC155KShares$5.81 Million0.01% of portfolio
-
Archer Investment Corp152KShares$5.71 Million1.37% of portfolio
-
Kestra Advisory Services, LLC139KShares$5.22 Million0.02% of portfolio
-
Kfg Wealth Management, LLC Granger, IN139KShares$5.22 Million1.23% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH125KShares$4.69 Million0.34% of portfolio