Blue Bell Private Wealth Management, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 25,781 shares of XJUN stock, worth $1.01 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
25,781
Previous 26,241
1.75%
Holding current value
$1.01 Million
Previous $998,000
0.3%
% of portfolio
0.2%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding XJUN
# of Institutions
83Shares Held
3MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC423KShares$16.6 Million0.1% of portfolio
-
Cetera Investment Advisers Schaumburg, IL352KShares$13.9 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC296KShares$11.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$9.95 Million0.02% of portfolio
-
Envestnet Asset Management Inc140KShares$5.51 Million0.0% of portfolio