A detailed history of Sterling Financial Planning, Inc. transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 222,056 shares of XBJA stock, worth $6.39 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
222,056
Previous 208,997 6.25%
Holding current value
$6.39 Million
Previous $5.78 Million 8.84%
% of portfolio
2.39%
Previous 2.41%

Shares

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

Oct 31, 2024

BUY
$26.96 - $28.34 $352,070 - $370,092
13,059 Added 6.25%
222,056 $6.29 Million
Q2 2024

Jul 30, 2024

BUY
$26.4 - $27.67 $512,160 - $536,798
19,400 Added 10.23%
208,997 $5.78 Million
Q1 2024

May 06, 2024

BUY
$25.47 - $26.97 $844,916 - $894,675
33,173 Added 21.21%
189,597 $5.11 Million
Q4 2023

Jan 31, 2024

BUY
$24.28 - $25.76 $765,815 - $812,496
31,541 Added 25.26%
156,424 $4.03 Million
Q3 2023

Nov 03, 2023

BUY
$24.52 - $25.08 $172,890 - $176,839
7,051 Added 5.98%
124,883 $3.09 Million
Q2 2023

Jul 28, 2023

BUY
$23.29 - $24.58 $780,075 - $823,282
33,494 Added 39.71%
117,832 $2.9 Million
Q1 2023

May 03, 2023

BUY
$21.89 - $23.32 $1.32 Million - $1.4 Million
60,111 Added 248.12%
84,338 $1.97 Million
Q4 2022

Feb 06, 2023

BUY
$20.48 - $23.09 $40,058 - $45,164
1,956 Added 8.78%
24,227 $530,000
Q3 2022

Nov 01, 2022

BUY
$20.52 - $23.46 $162,805 - $186,131
7,934 Added 55.34%
22,271 $457,000
Q2 2022

Jul 27, 2022

BUY
$20.72 - $24.28 $32,841 - $38,483
1,585 Added 12.43%
14,337 $305,000
Q1 2022

May 10, 2022

BUY
$22.7 - $24.8 $289,470 - $316,249
12,752 New
12,752 $308,000

Others Institutions Holding XBJA

About INNOVATOR ETFS TR US EQUITY AC


  • Ticker XBJA
  • Sector ETFs
  • Industry ETFs
More about XBJA
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