A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 42,565 shares of PMAR stock, worth $1.7 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
42,565
Previous 43,162 1.38%
Holding current value
$1.7 Million
Previous $1.64 Million 2.08%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Oct 28, 2024

SELL
$36.89 - $39.25 $22,023 - $23,432
-597 Reduced 1.38%
42,565 $1.67 Million
Q2 2024

Aug 05, 2024

SELL
$35.78 - $37.99 $35,708 - $37,914
-998 Reduced 2.26%
43,162 $1.64 Million
Q1 2024

Apr 24, 2024

SELL
$35.51 - $36.81 $17,044 - $17,668
-480 Reduced 1.08%
44,160 $1.63 Million
Q4 2023

Jan 25, 2024

SELL
$32.79 - $35.63 $9,050 - $9,833
-276 Reduced 0.61%
44,640 $1.59 Million
Q3 2023

Oct 30, 2023

SELL
$33.4 - $34.26 $3,607 - $3,700
-108 Reduced 0.24%
44,916 $1.5 Million
Q2 2023

Aug 08, 2023

BUY
$32.0 - $33.77 $1.31 Million - $1.39 Million
41,024 Added 1025.6%
45,024 $1.52 Million
Q1 2023

May 08, 2023

BUY
$30.64 - $32.17 $122,560 - $128,680
4,000 New
4,000 $128,000
Q2 2021

Aug 05, 2021

SELL
$29.66 - $30.59 $121,220 - $125,021
-4,087 Closed
0 $0
Q1 2021

Apr 23, 2021

BUY
$28.39 - $29.53 $116,029 - $120,689
4,087 New
4,087 $121,000

Others Institutions Holding PMAR

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PMAR
  • Sector ETFs
  • Industry ETFs
More about PMAR
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.