Sterling Financial Planning, Inc. New Holdings in Q3 2024

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ES
Eversource Energy

Utilities
3.45K
New
$56.52 - $68.38 $195K - $236K
3.45K $234K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.18K
New
$59.93 - $66.52 $191K - $212K
3.18K $211K
Calamos ETF Tr
9.45K
New
N/A
9.45K $0
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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