Blue Bell Private Wealth Management, LLC Innovator Etfs Tr U S Equity A Transaction History
Blue Bell Private Wealth Management, LLC
- $460 Million
- Q2 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator Etfs Tr U S Equity A stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,949 shares of XDOC stock, worth $86,966. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,949
Previous 2,949
-0.0%
Holding current value
$86,966
Previous $84,000
1.19%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding XDOC
# of Institutions
9Shares Held
161KCall Options Held
0Put Options Held
0-
Unique Wealth, LLC Tampa, FL109KShares$3.22 Million0.74% of portfolio
-
Old Mission Capital LLC30.9KShares$910,0610.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11KShares$324,4780.0% of portfolio
-
Dhjj Financial Advisors, Ltd.3.01KShares$88,7640.04% of portfolio
-
Ubs Group Ag2.74KShares$80,6840.0% of portfolio