Sterling Financial Planning, Inc. Innovator Etfs Tr Us Equity Ac Transaction History
Sterling Financial Planning, Inc.
- $241 Million
- Q1 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 189,597 shares of XBJA stock, worth $5.25 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
189,597
Previous 156,424
21.21%
Holding current value
$5.25 Million
Previous $4.03 Million
26.9%
% of portfolio
2.12%
Previous 1.78%
Shares
9 transactions
Others Institutions Holding XBJA
# of Institutions
35Shares Held
2.19MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL512KShares$14.2 Million0.03% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL223KShares$6.17 Million4.29% of portfolio
-
Steward Partners Investment Advisory, LLC151KShares$4.17 Million0.05% of portfolio
-
Capasso Planning Partners LLC Charleston, SC135KShares$3.74 Million1.52% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ122KShares$3.37 Million0.01% of portfolio