Sterling Financial Planning, Inc. Innovator Etfs Tr Us Equity Ac Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 230,013 shares of XBJA stock, worth $6.73 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
230,013
Previous 222,056
3.58%
Holding current value
$6.73 Million
Previous $6.29 Million
5.15%
% of portfolio
2.51%
Previous 2.39%
Shares
12 transactions
Others Institutions Holding XBJA
# of Institutions
33Shares Held
1.87MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL546KShares$16 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC169KShares$4.94 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.19 Million0.01% of portfolio
-
Old Mission Capital LLC91.8KShares$2.68 Million0.06% of portfolio
-
Blue Bell Private Wealth Management, LLC90.9KShares$2.66 Million0.52% of portfolio