Blue Bell Private Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
77Shares Held
3.41MCall Options Held
0Put Options Held
0-
Brookstone Capital Management955KShares$33.6 Million0.56% of portfolio
-
Sovran Advisors, LLC San Diego, CA257KShares$9.01 Million1.28% of portfolio
-
Encompass More Asset Management Danville, CA163KShares$5.73 Million1.89% of portfolio
-
Commonwealth Equity Services, LLC125KShares$4.39 Million0.01% of portfolio
-
Kestra Advisory Services, LLC121KShares$4.24 Million0.02% of portfolio