Blue Bell Private Wealth Management, LLC First Exc Trd Viii Cboe Vest U Transaction History
Blue Bell Private Wealth Management, LLC
- $460 Million
- Q2 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 5,554 shares of DJAN stock, worth $211,496. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,554
Previous 5,554
-0.0%
Holding current value
$211,496
Previous $200,000
3.0%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
87Shares Held
3.93MCall Options Held
0Put Options Held
0-
Brookstone Capital Management448KShares$17 Million0.31% of portfolio
-
Ifp Advisors, Inc356KShares$13.5 Million0.55% of portfolio
-
Envestnet Asset Management Inc355KShares$13.5 Million0.0% of portfolio
-
Advisory Services Network, LLC213KShares$8.13 Million0.17% of portfolio
-
Mml Investors Services, LLC Springfield, MA198KShares$7.53 Million0.03% of portfolio