Blue Bell Private Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Blue Bell Private Wealth Management, LLC

$442 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	N/A	-75 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	N/A	75 New	75 $2,000
Q3 2019 Nov 07, 2019	SELL	N/A	-400 Closed	0 $0
Q2 2019 Jul 23, 2019	BUY	N/A	400 New	400 $10,000

Others Institutions Holding UJUL

# of Institutions

52

Shares Held

1.63M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

233K
Shares

$7.67 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

221K
Shares

$7.28 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

165K
Shares

$5.43 Million
0.62% of portfolio
Delta Investment Management, LLC

128K
Shares

$4.23 Million
1.01% of portfolio
Wealth Enhancement Advisory Services, LLC

122K
Shares

$4.01 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
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