Sterling Financial Planning, Inc. Innovator Etfs Tr Us Equity Ac Transaction History
Sterling Financial Planning, Inc.
- $266 Million
- Q1 2025
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 249,942 shares of XBJA stock, worth $7.54 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
249,942
Previous 230,013
8.66%
Holding current value
$7.54 Million
Previous $6.62 Million
6.62%
% of portfolio
2.65%
Previous 2.51%
Shares
13 transactions
Others Institutions Holding XBJA
# of Institutions
45Shares Held
4.23MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.15MShares$64.8 Million26.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL397KShares$12 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL390KShares$11.8 Million0.02% of portfolio
-
Steward Partners Investment Advisory, LLC147KShares$4.42 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ125KShares$3.77 Million0.01% of portfolio