Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
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 8,357 shares of UAUG stock, worth $302,021. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,357
Previous 8,357
-0.0%
Holding current value
$302,021
Previous $292,000
1.37%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding UAUG
# of Institutions
90Shares Held
4.66MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.43MShares$51.9 Million0.85% of portfolio
-
Onyx Bridge Wealth Group LLC244KShares$8.83 Million1.3% of portfolio
-
Kfg Wealth Management, LLC Granger, IN244KShares$8.82 Million2.25% of portfolio
-
Envestnet Asset Management Inc174KShares$6.29 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC174KShares$6.28 Million0.01% of portfolio