Sterling Financial Planning, Inc. Innovator ETF Tr Us Equity Acc Transaction History
Sterling Financial Planning, Inc.
- $306 Million
- Q3 2025
A detailed history of Sterling Financial Planning, Inc. transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 7,745 shares of XBAP stock, worth $295,084. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,745
Previous 7,745
-0.0%
Holding current value
$295,084
Previous $284,000
3.17%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding XBAP
# of Institutions
55Shares Held
3.48MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.1.42MShares$54.1 Million20.07% of portfolio
-
Crosspoint Financial, LLC Tustin, CA344KShares$13.1 Million32.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL328KShares$12.5 Million0.02% of portfolio
-
First Commonwealth Financial Corp Indiana, PA292KShares$11.1 Million3.17% of portfolio
-
Allworth Financial LP143KShares$5.44 Million0.02% of portfolio