Blue Bell Private Wealth Management, LLC First Tr ETF Viii Cboe Vest U Transaction History
Blue Bell Private Wealth Management, LLC
- $569 Million
- Q2 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 28,675 shares of XDEC stock, worth $1.13 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
28,675
Previous 28,901
0.78%
Holding current value
$1.13 Million
Previous $1.06 Million
4.7%
% of portfolio
0.2%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding XDEC
# of Institutions
91Shares Held
4.71MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC752KShares$29.6 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ513KShares$20.2 Million0.04% of portfolio
-
Janney Montgomery Scott LLC347KShares$13.7 Million0.04% of portfolio
-
Cetera Investment Advisers Schaumburg, IL262KShares$10.3 Million0.02% of portfolio
-
Beacon Financial Group222KShares$8.76 Million0.96% of portfolio