Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
64Shares Held
1.25MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH90.4KShares$00.34% of portfolio
-
Archer Investment Corp89.2KShares$00.88% of portfolio
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Kfg Wealth Management, LLC Granger, IN72.7KShares$00.0% of portfolio
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Central Valley Advisors, LLC Sacramento, CA59.9KShares$01.17% of portfolio
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Sageworth Trust CO58.4KShares$00.0% of portfolio