Blue Bell Private Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 19,776 shares of KJUL stock, worth $584,183. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,776
Previous 24,038 17.73%
Holding current value
$584,183
Previous $664,000 13.25%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 28, 2024
SELL
$27.38 - $29.23 $116,693 - $124,578
-4,262 Reduced 17.73%
19,776 $576,000
Q2 2024

Aug 05, 2024
SELL
$26.59 - $28.26 $29,780 - $31,651
-1,120 Reduced 4.45%
24,038 $664,000
Q1 2024

Apr 24, 2024
SELL
$26.22 - $28.08 $64,868 - $69,469
-2,474 Reduced 8.95%
25,158 $706,000
Q4 2023

Jan 25, 2024
SELL
$23.87 - $27.32 $34,086 - $39,012
-1,428 Reduced 4.91%
27,632 $748,000
Q3 2023

Oct 30, 2023
SELL
$24.83 - $26.45 $18,672 - $19,890
-752 Reduced 2.52%
29,060 $727,000
Q2 2023

Aug 08, 2023
SELL
$23.89 - $25.77 $44,602 - $48,112
-1,867 Reduced 5.89%
29,812 $765,000
Q1 2023

May 08, 2023
SELL
$24.02 - $26.06 $3,891 - $4,221
-162 Reduced 0.51%
31,679 $784,000
Q4 2022

Feb 03, 2023
BUY
$23.21 - $24.96 $31,565 - $33,945
1,360 Added 4.46%
31,841 $771,000
Q3 2022

Nov 08, 2022
BUY
$22.95 - $25.25 $699,538 - $769,645
30,481 New
30,481 $704,000

Others Institutions Holding KJUL

# of Institutions
83
Shares Held
3.58M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KJUL Quotes by TradingView
  • Ticker KJUL
  • Sector Technology
More about KJUL
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