Blue Bell Private Wealth Management, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Blue Bell Private Wealth Management, LLC
- $442 Million
- Q1 2024
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 93,366 shares of XBJA stock, worth $2.58 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
93,366
Previous 93,875
0.54%
Holding current value
$2.58 Million
Previous $2.42 Million
4.14%
% of portfolio
0.57%
Previous 0.6%
Shares
5 transactions
Others Institutions Holding XBJA
# of Institutions
35Shares Held
2.19MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL512KShares$14.2 Million0.03% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL223KShares$6.17 Million4.29% of portfolio
-
Sterling Financial Planning, Inc.190KShares$5.25 Million2.12% of portfolio
-
Steward Partners Investment Advisory, LLC151KShares$4.17 Million0.05% of portfolio
-
Capasso Planning Partners LLC Charleston, SC135KShares$3.74 Million1.52% of portfolio