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 UFEB
# of Institutions
63Shares Held
979KCall Options Held
0Put Options Held
0-
Truist Financial Corp119KShares$3.97 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.87 Million0.31% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.47 Million0.01% of portfolio
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Commonwealth Equity Services, LLC68.8KShares$2.3 Million0.0% of portfolio
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Brookstone Capital Management50.1KShares$1.67 Million0.03% of portfolio