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

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$27.5 - $28.0 $63,607 - $64,764	-2,313 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$24.78 - $26.06 $57,316 - $60,276	2,313 New	2,313 $60,000

Others Institutions Holding UFEB

# of Institutions

62

Shares Held

1.19M

Call Options Held

0

Put Options Held

0

Truist Financial Corp

125K
Shares

$4.07 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.34 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.56 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.45 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.92 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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