Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Call Options Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UAUG

# of Institutions

88

Shares Held

4.81M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

1.16M
Shares

$41.1 Million
0.68% of portfolio
Kestra Advisory Services, LLC

347K
Shares

$12.3 Million
0.07% of portfolio
Kfg Wealth Management, LLC Granger, IN

262K
Shares

$9.27 Million
2.67% of portfolio
Onyx Bridge Wealth Group LLC

245K
Shares

$8.66 Million
1.34% of portfolio
Soltis Investment Advisors LLC St. George, UT

191K
Shares

$6.75 Million
0.68% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAUG
Sector ETFs
Industry ETFs

More about UAUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.