Sterling Financial Planning, Inc. Purchases and Sells in Q4 2024

Sterling Financial Planning, Inc.

52 operations

Stock	Shares change	Price Range	Shares Held
BNDX	35.9K + 103.84%	$48.91 - $50.61 $1.76M - $1.82M	70.5K $3.46M
GOVT	57.8K + 36.91%	$22.39 - $23.45 $1.29M - $1.36M	214K $4.93M
TIP	10.3K + 70.59%	$106.33 - $110.69 $1.1M - $1.15M	25K $2.66M
BSV	12.7K + 28.83%	$77.02 - $78.58 $975K - $995K	56.6K $4.37M
MUB	5.82K + 33.38%	$105.78 - $108.7 $615K - $632K	23.2K $2.48M
VTEB	11.5K + 22.58%	$49.79 - $51.14 $573K - $589K	62.5K $3.13M

4 operations

Stock	Shares change	Price Range	Shares Held
TSLA	623 New	$213.65 - $479.86 $133K - $299K	623 $251K
RCL	935 New	$173.13 - $258.09 $162K - $241K	935 $215K
ORCL	1.27K New	$165.41 - $192.43 $209K - $244K	1.27K $210K
NVDA	1.54K New	$117.0 - $148.88 $181K - $230K	1.54K $207K

41 operations

Stock	Shares change	Price Range	Shares Held
DFIV	-6.84K - 2.37%	$34.86 - $37.97 $238K - $260K	282K $10M
IAU	-15.5K - 4.69%	$48.37 - $52.65 $749K - $815K	314K $15.6M
IJT	-902 - 0.8%	$134.53 - $150.65 $121K - $136K	112K $15.2M
COST	-502 - 41.35%	$873.59 - $994.69 $439K - $499K	712 $652K
BIV	-1.02K - 1.07%	$74.5 - $78.37 $76K - $79.9K	94.3K $7.04M
DFIP	-4.78K - 4.71%	$40.31 - $42.43 $193K - $203K	96.5K $3.91M

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