A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 90,948 shares of XBJA stock, worth $2.62 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
90,948
Previous 92,695 1.88%
Holding current value
$2.62 Million
Previous $2.56 Million 0.51%
% of portfolio
0.52%
Previous 0.56%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$26.96 - $28.34 $47,099 - $49,509
-1,747 Reduced 1.88%
90,948 $2.58 Million
Q2 2024

Aug 05, 2024

SELL
$26.4 - $27.67 $17,714 - $18,566
-671 Reduced 0.72%
92,695 $2.56 Million
Q1 2024

Apr 24, 2024

SELL
$25.47 - $26.97 $12,964 - $13,727
-509 Reduced 0.54%
93,366 $2.52 Million
Q4 2023

Jan 25, 2024

SELL
$24.28 - $25.76 $10,561 - $11,205
-435 Reduced 0.46%
93,875 $2.42 Million
Q3 2023

Oct 30, 2023

SELL
$24.52 - $25.08 $52,619 - $53,821
-2,146 Reduced 2.22%
94,310 $2.34 Million
Q2 2023

Aug 08, 2023

BUY
$23.29 - $24.58 $223,211 - $235,574
9,584 Added 11.03%
96,456 $2.37 Million
Q1 2023

May 08, 2023

BUY
$21.89 - $23.32 $1.9 Million - $2.03 Million
86,872 New
86,872 $2.03 Million

Others Institutions Holding XBJA

About INNOVATOR ETFS TR US EQUITY AC


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