Sterling Financial Planning, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Sterling Financial Planning, Inc.
- $264 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding UMAR
# of Institutions
61Shares Held
1.55MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH277KShares$9.66 Million0.39% of portfolio
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Kfg Wealth Management, LLC Granger, IN131KShares$4.56 Million1.19% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.8 Million0.32% of portfolio
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Clearstead Advisors, LLC Cleveland, OH97.5KShares$3.4 Million0.05% of portfolio
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Spire Wealth Management90.9KShares$3.17 Million0.11% of portfolio