Sterling Financial Planning, Inc. Innovator ETF Tr Us Equity Acc Transaction History
Sterling Financial Planning, Inc.
- $306 Million
- Q3 2025
A detailed history of Sterling Financial Planning, Inc. transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 7,745 shares of XBAP stock, worth $292,993. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,745
Previous 7,745
-0.0%
Holding current value
$292,993
Previous $284,000
3.17%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding XBAP
# of Institutions
54Shares Held
4.92MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.55MShares$58.6 Million0.28% of portfolio
-
Stuart Chaussee & Associates, Inc.1.42MShares$53.7 Million20.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL371KShares$14 Million0.02% of portfolio
-
Crosspoint Financial, LLC Tustin, CA356KShares$13.5 Million35.01% of portfolio
-
First Commonwealth Financial Corp Indiana, PA294KShares$11.1 Million2.49% of portfolio