Blue Bell Private Wealth Management, LLC Innovator Etfs Tr Us Equity Ac 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 Us Equity Ac stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 89,517 shares of XBJA stock, worth $2.7 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
89,517
Previous 89,710
0.22%
Holding current value
$2.7 Million
Previous $2.58 Million
2.05%
% of portfolio
0.5%
Previous 0.52%
Shares
9 transactions
Others Institutions Holding XBJA
# of Institutions
47Shares Held
4.25MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.15MShares$64.8 Million26.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL397KShares$12 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL390KShares$11.8 Million0.02% of portfolio
-
Sterling Financial Planning, Inc.250KShares$7.54 Million2.65% of portfolio
-
Steward Partners Investment Advisory, LLC147KShares$4.42 Million0.04% of portfolio