Blue Bell Private Wealth Management, LLC Innovator Etfs Tr Us Equity Ac Transaction History
Blue Bell Private Wealth Management, LLC
- $569 Million
- Q2 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 89,488 shares of XBJA stock, worth $2.75 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
89,488
Previous 89,517
0.03%
Holding current value
$2.75 Million
Previous $2.53 Million
6.73%
% of portfolio
0.47%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding XBJA
# of Institutions
49Shares Held
2.16MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL390KShares$12 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL360KShares$11.1 Million0.02% of portfolio
-
Sterling Financial Planning, Inc.262KShares$8.03 Million2.73% of portfolio
-
Steward Partners Investment Advisory, LLC122KShares$3.74 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.35 Million0.01% of portfolio