Blue Bell Private Wealth Management, LLC Innovator U.S. Equity Ultra Bu 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. Equity Ultra Bu stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,000 shares of UJAN stock, worth $38,210. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$38,210
Previous $37,000
2.7%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.74MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.4 Million4.4% of portfolio
-
Commonwealth Equity Services, LLC200KShares$7.65 Million0.01% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA160KShares$6.12 Million0.41% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6 Million0.51% of portfolio
-
Mgo One Seven LLC Beachwood, OH115KShares$4.39 Million0.19% of portfolio