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 $265,033. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,745
Previous 8,008 3.28%
Holding current value
$265,033
Previous $258,000 -0.0%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$31.28 - $33.37 $8,226 - $8,776
-263 Reduced 3.28%
7,745 $258,000
Q2 2024

Jul 30, 2024

BUY
$30.25 - $32.3 $242,242 - $258,658
8,008 New
8,008 $258,000
Q4 2021

Feb 02, 2022

SELL
$26.48 - $27.5 $37,628 - $39,077
-1,421 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
$25.54 - $26.48 $36,292 - $37,628
1,421 New
1,421 $38,000

Others Institutions Holding XBAP

About INNOVATOR ETF TR US EQUITY ACC


  • Ticker XBAP
More about XBAP
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.