Blue Bell Private Wealth Management, LLC Innovator Laddered Fund Of U.S Transaction History

Blue Bell Private Wealth Management, LLC

$502 Million
Q1 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 37,928 shares of KOCT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

37,928

Previous 36,628 3.55%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	N/A	1,300 Added 3.55%	37,928 $0
Q4 2024 Feb 06, 2025	BUY	N/A	1,849 Added 5.32%	36,628 $0
Q3 2024 Oct 28, 2024	SELL	N/A	-3,259 Reduced 8.57%	34,779 $0
Q2 2024 Aug 05, 2024	SELL	N/A	-4,237 Reduced 10.02%	38,038 $0
Q1 2024 Apr 24, 2024	SELL	N/A	-1,722 Reduced 3.91%	42,275 $0
Q4 2023 Jan 25, 2024	SELL	N/A	-1,086 Reduced 2.41%	43,997 $0
Q3 2023 Oct 30, 2023	SELL	N/A	-411 Reduced 0.9%	45,083 $0
Q1 2023 May 08, 2023	BUY	N/A	1,815 Added 4.16%	45,494 $0
Q4 2022 Feb 03, 2023	BUY	N/A	43,679 New	43,679 $0
Q4 2021 Jan 26, 2022	SELL	N/A	-10 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	N/A	10 New	10 $0

Others Institutions Holding KOCT

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

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About INNOVATOR LADDERED FUND OF U.S

Ticker KOCT

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Blue Bell Private Wealth Management, LLC Innovator Laddered Fund Of U.S Transaction History