Blue Bell Private Wealth Management, LLC Innovator Etfs Tr U S Equity A 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 U S Equity A stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,949 shares of XDOC stock, worth $86,081. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,949
Previous 2,949 -0.0%
Holding current value
$86,081
Previous $80,000 5.0%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
SELL
$24.47 - $25.05 $24,470 - $25,050
-1,000 Reduced 25.32%
2,949 $73,000
Q2 2023

Aug 08, 2023
SELL
$23.0 - $24.53 $46,000 - $49,060
-2,000 Reduced 33.62%
3,949 $96,000
Q4 2022

Feb 03, 2023
BUY
$20.54 - $21.98 $54,513 - $58,334
2,654 Added 80.55%
5,949 $126,000
Q2 2022

Aug 02, 2022
SELL
N/A
-1,000 Reduced 23.28%
3,295 $69,000
Q1 2022

Apr 21, 2022
SELL
N/A
-805 Reduced 15.78%
4,295 $109,000
Q4 2021

Jan 26, 2022
BUY
N/A
5,100 New
5,100 $132,000

Others Institutions Holding XDOC

# of Institutions
10
Shares Held
170K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR U S EQUITY A

XDOC Quotes by TradingView
  • Ticker XDOC
  • Sector ETFs
  • Industry ETFs
More about XDOC
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