Blue Bell Private Wealth Management, LLC Amplify ETF Tr Trnsformational Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,075 shares of BLOK stock, worth $52,782. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,075

Previous 1,075 -0.0%

Holding current value

$52,782

Previous $38,000 5.26%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	BUY	$15.19 - $20.52 $3,038 - $4,104	200 Added 22.86%	1,075 $20,000
Q4 2022 Feb 03, 2023	SELL	$14.7 - $20.03 $4,424 - $6,029	-301 Reduced 25.6%	875 $13,000
Q2 2021 Aug 05, 2021	SELL	$42.62 - $59.84 $42 - $59	-1 Reduced 0.08%	1,176 $56,000
Q1 2021 Apr 23, 2021	BUY	$35.53 - $61.57 $71 - $123	2 Added 0.17%	1,177 $66,000
Q4 2020 Jan 21, 2021	BUY	$24.45 - $35.4 $1,833 - $2,655	75 Added 6.82%	1,175 $40,000
Q4 2019 Jan 22, 2020	BUY	$17.42 - $19.21 $1,742 - $1,921	100 Added 10.0%	1,100 $21,000
Q3 2018 Oct 25, 2018	BUY	N/A	1,000 New	1,000 $20,000

Others Institutions Holding BLOK

# of Institutions

203

Shares Held

10.7M

Call Options Held

125K

Put Options Held

72.2K

View Full List

About AMPLIFY ETF TR TRNSFORMATIONAL

Ticker BLOK
Sector ETFs
Industry ETFs

More about BLOK

Track This Portfolio

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.

Account

Blue Bell Private Wealth Management, LLC Amplify ETF Tr Trnsformational Transaction History