Blue Bell Private Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 16,494 shares of KJUL stock, worth $507,850. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,494
Previous 17,021
3.1%
Holding current value
$507,850
Previous $497,000
2.62%
% of portfolio
0.08%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding KJUL
# of Institutions
97Shares Held
3.36MCall Options Held
0Put Options Held
0-
Compass Advisory Group LLC469KShares$14.4 Million4.65% of portfolio
-
Commonwealth Equity Services, LLC265KShares$8.16 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL220KShares$6.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio