Sterling Financial Planning, Inc. Innovator Etfs Tr Us Equity Ac Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 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 222,056 shares of XBJA stock, worth $6.36 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
222,056
Previous 208,997
6.25%
Holding current value
$6.36 Million
Previous $5.78 Million
8.84%
% of portfolio
2.39%
Previous 2.41%
Shares
11 transactions
Others Institutions Holding XBJA
# of Institutions
34Shares Held
2.15MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL546KShares$15.6 Million0.03% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL194KShares$5.56 Million3.43% of portfolio
-
Steward Partners Investment Advisory, LLC169KShares$4.83 Million0.04% of portfolio
-
Capasso Planning Partners LLC Charleston, SC135KShares$3.87 Million1.52% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.12 Million0.01% of portfolio