Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Sterling Financial Planning, Inc.
- $313 Million
- Q4 2025
A detailed history of Sterling Financial Planning, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 7,735 shares of UAUG stock, worth $304,836. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,735
Previous 7,913
2.25%
Holding current value
$304,836
Previous $311,000
2.25%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding UAUG
# of Institutions
96Shares Held
4.23MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.68MShares$66 Million0.88% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$11.3 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ163KShares$6.43 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC163KShares$6.41 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH139KShares$5.48 Million0.33% of portfolio