Blue Bell Private Wealth Management, LLC Innovator Etfs Tr Laddered Fd Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator Etfs Tr Laddered Fd stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 4,198 shares of BUFB stock, worth $137,820. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,198
Previous 4,198
-0.0%
Holding current value
$137,820
Previous $132,000
2.27%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BUFB
# of Institutions
63Shares Held
3.64MCall Options Held
0Put Options Held
0-
Capital Asset Advisory Services LLC Haslett, MI480KShares$15.8 Million0.77% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA468KShares$15.4 Million0.38% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ246KShares$8.07 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$7.78 Million0.0% of portfolio
-
Envestnet Asset Management Inc189KShares$6.21 Million0.0% of portfolio