Blue Bell Private Wealth Management, LLC Innovator Laddered Fund Of U.S 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 Laddered Fund Of U.S stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 36,628 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36,628
Previous 34,779 5.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
N/A
1,849 Added 5.32%
36,628 $0
Q3 2024

Oct 28, 2024
SELL
N/A
-3,259 Reduced 8.57%
34,779 $0
Q2 2024

Aug 05, 2024
SELL
N/A
-4,237 Reduced 10.02%
38,038 $0
Q1 2024

Apr 24, 2024
SELL
N/A
-1,722 Reduced 3.91%
42,275 $0
Q4 2023

Jan 25, 2024
SELL
N/A
-1,086 Reduced 2.41%
43,997 $0
Q3 2023

Oct 30, 2023
SELL
N/A
-411 Reduced 0.9%
45,083 $0
Q1 2023

May 08, 2023
BUY
N/A
1,815 Added 4.16%
45,494 $0
Q4 2022

Feb 03, 2023
BUY
N/A
43,679 New
43,679 $0
Q4 2021

Jan 26, 2022
SELL
N/A
-10 Closed
0 $0
Q1 2021

Apr 23, 2021
BUY
N/A
10 New
10 $0

Others Institutions Holding KOCT

# of Institutions
92
Shares Held
2.97M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR LADDERED FUND OF U.S

KOCT Quotes by TradingView
  • Ticker KOCT
More about KOCT
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