Blue Bell Private Wealth Management, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 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 26,241 shares of XJUN stock, worth $997,945. This represents 0.2% of its overall portfolio holdings.
Number of Shares
26,241
Previous 26,883
2.39%
Holding current value
$997,945
Previous $989,000
0.91%
% of portfolio
0.2%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding XJUN
# of Institutions
71Shares Held
3.09MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL409KShares$15.5 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC299KShares$11.4 Million0.02% of portfolio
-
Kestra Advisory Services, LLC268KShares$10.2 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ260KShares$9.9 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE244KShares$9.28 Million3.07% of portfolio