A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 5,140 shares of XBAP stock, worth $174,914. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,140
Previous 5,540 7.22%
Holding current value
$174,914
Previous $178,000 3.93%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 28, 2024

SELL
$31.28 - $33.37 $12,512 - $13,347
-400 Reduced 7.22%
5,140 $171,000
Q2 2024

Aug 05, 2024

SELL
$30.25 - $32.3 $3,025 - $3,229
-100 Reduced 1.77%
5,540 $178,000
Q2 2023

Aug 08, 2023

BUY
$27.39 - $28.96 $151,740 - $160,438
5,540 Added 5540.0%
5,640 $163,000
Q3 2022

Nov 08, 2022

BUY
$23.78 - $27.12 $2,378 - $2,712
100 New
100 $2,000

Others Institutions Holding XBAP

About INNOVATOR ETF TR US EQUITY ACC


  • Ticker XBAP
More about XBAP
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.