A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator Etfs Tr U S Equity A stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,700 shares of XTOC stock, worth $80,541. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,700 -0.0%
Holding current value
$80,541
Previous $76,000 1.32%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023

SELL
$19.68 - $21.84 $55,104 - $61,152
-2,800 Reduced 50.91%
2,700 $57,000
Q4 2021

Jan 26, 2022

BUY
$24.03 - $25.86 $132,165 - $142,230
5,500 New
5,500 $142,000

Others Institutions Holding XTOC

About INNOVATOR ETFS TR U S EQUITY A


  • Ticker XTOC
  • Sector ETFs
  • Industry ETFs
More about XTOC
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.