Blue Bell Private Wealth Management, LLC Sells in Q3 2024

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-7
- 0.06%
$34.48 - $38.87 $241 - $272
11.3K $435K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-597
- 1.38%
$36.89 - $39.25 $22K - $23.4K
42.6K $1.67M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-289
- 0.81%
$39.49 - $42.12 $11.4K - $12.2K
35.5K $1.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-32
- 0.19%
$25.45 - $29.53 $814 - $945
16.9K $493K
IVV
Ishares Core S&P 500 ETF

ETFs
-351
- 4.1%
$520.18 - $576.82 $183K - $202K
8.21K $4.73M
TSLA
Tesla, Inc.

Consumer Cyclical
-88
- 7.73%
$191.76 - $263.26 $16.9K - $23.2K
1.05K $275K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-24
- 0.14%
$92.63 - $105.69 $2.22K - $2.54K
17.6K $1.84M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-476
- 1.23%
$46.67 - $50.52 $22.2K - $24K
38.2K $1.93M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-136
- 0.38%
$41.71 - $45.02 $5.67K - $6.12K
35.2K $1.59M
IWN
Ishares Russell2000 Val ETF

ETFs
-200
- 3.08%
$150.05 - $171.34 $30K - $34.3K
6.29K $1.05M
GLD
Spdr Gold Trust

ETFs
-67
- 2.34%
$215.56 - $246.98 $14.4K - $16.5K
2.79K $678K
XBJL
Innovator Etfs Tr Us Equity Ac
-624
- 0.82%
$31.25 - $33.52 $19.5K - $20.9K
75.1K $2.51M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-547
- 0.84%
$36.7 - $39.46 $20.1K - $21.6K
64.7K $2.55M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-5
- 0.01%
$39.97 - $43.37 $200 - $217
49.7K $2.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 0.67%
$405.19 - $478.57 $5.27K - $6.22K
1.92K $885K
SGOL
Abrdn Gold ETF Trust

ETFs
-2.85K
- 4.51%
$22.26 - $25.51 $63.4K - $72.7K
60.3K $1.52M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-1.31K
- 1.27%
$39.18 - $42.26 $51.5K - $55.5K
102K $4.32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-408
- 0.87%
$75.47 - $83.18 $30.8K - $33.9K
46.6K $3.87M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-496
- 1.0%
$73.43 - $80.37 $36.4K - $39.9K
49K $3.94M
VTI
Vanguard Total Stock Market Et

ETFs
-656
- 2.11%
$255.18 - $283.2 $167K - $186K
30.4K $8.61M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-250
- 0.26%
$46.9 - $51.96 $11.7K - $13K
94.7K $4.87M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-71
- 0.45%
$386.81 - $423.12 $27.5K - $30K
15.8K $6.68M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.29K
- 0.61%
$59.93 - $66.52 $77.5K - $86K
210K $14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-17
- 0.03%
$162.83 - $179.16 $2.77K - $3.05K
50.4K $9.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.15K
- 0.41%
$61.11 - $67.85 $70.3K - $78K
280K $19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.41K
- 1.09%
$517.38 - $573.86 $1.25M - $1.38M
220K $126M
Activity Summary
Buys All Purchases 209 New Holdings 26 Increased Positions 183 Sells All Sells 177 Reductions 176 Sold out 1 Options Calls 0 Puts 0
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