Blue Bell Private Wealth Management, LLC Innovator Etfs Tr U S Equity A Transaction History
Blue Bell Private Wealth Management, LLC
- $502 Million
- Q1 2025
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 2,700 shares of XTOC stock, worth $76,248. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,700
Previous 2,700
-0.0%
Holding current value
$76,248
Previous $79,000
2.53%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XTOC
# of Institutions
18Shares Held
299KCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC85.4KShares$2.41 Million0.04% of portfolio
-
Bullseye Investment Management, LLC48.6KShares$1.37 Million2.35% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ28.9KShares$816,8130.0% of portfolio
-
Sunbelt Securities, Inc. Houston, TX28.4KShares$801,1120.08% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL25.4KShares$716,0250.42% of portfolio