Blue Bell Private Wealth Management, LLC Innovator Etfs Tr Us Equity Ac 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 Etfs Tr Us Equity Ac stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 89,710 shares of XBJA stock, worth $2.6 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
89,710
Previous 90,948
1.36%
Holding current value
$2.6 Million
Previous $2.58 Million
0.12%
% of portfolio
0.52%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding XBJA
# of Institutions
40Shares Held
1.72MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL465KShares$13.5 Million0.03% of portfolio
-
Sterling Financial Planning, Inc.230KShares$6.66 Million2.51% of portfolio
-
Steward Partners Investment Advisory, LLC168KShares$4.86 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ105KShares$3.04 Million0.01% of portfolio
-
Centaurus Financial, Inc.88.3KShares$2.56 Million0.17% of portfolio