Blue Bell Private Wealth Management, LLC Innovator U.S. Equity Ultra Bu 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 U.S. Equity Ultra Bu stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 600 shares of UOCT stock, worth $21,492. This represents 0.0% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$21,492
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
SELL
$29.82 - $30.52 $29,820 - $30,520
-1,000 Reduced 62.5%
600 $18,000
Q4 2022

Feb 03, 2023
BUY
$26.08 - $27.7 $41,728 - $44,320
1,600 New
1,600 $43,000
Q2 2022

Aug 02, 2022
SELL
$26.18 - $28.37 $21,258 - $23,036
-812 Closed
0 $0
Q1 2022

Apr 21, 2022
SELL
$27.5 - $28.55 $302 - $314
-11 Reduced 1.34%
812 $23,000
Q3 2021

Nov 10, 2021
SELL
$27.66 - $27.87 $618,118 - $622,810
-22,347 Reduced 96.45%
823 $23,000
Q2 2021

Aug 05, 2021
SELL
$27.31 - $27.75 $894,812 - $909,228
-32,765 Reduced 58.58%
23,170 $642,000
Q1 2021

Apr 23, 2021
SELL
$26.67 - $27.28 $57,553 - $58,870
-2,158 Reduced 3.71%
55,935 $1.53 Million
Q4 2020

Jan 21, 2021
BUY
$25.74 - $26.95 $946,691 - $991,194
36,779 Added 172.56%
58,093 $1.57 Million
Q3 2020

Oct 23, 2020
BUY
$24.97 - $25.97 $532,210 - $553,524
21,314 New
21,314 $554,000

Others Institutions Holding UOCT

# of Institutions
67
Shares Held
3.03M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UOCT Quotes by TradingView
  • Ticker UOCT
  • Sector ETFs
  • Industry ETFs
More about UOCT
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email