Blue Bell Private Wealth Management, LLC Innovator U.S. Equity Buffer E 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 Buffer E stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 25,009 shares of BJAN stock, worth $1.2 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,009
Previous 28,049
10.84%
Holding current value
$1.2 Million
Previous $1.31 Million
8.12%
% of portfolio
0.24%
Previous 0.26%
Shares
14 transactions
Others Institutions Holding BJAN
# of Institutions
115Shares Held
3.47MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$16.1 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$15.4 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.241KShares$11.6 Million3.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.96 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$6.44 Million0.21% of portfolio