Blue Bell Private Wealth Management, LLC Innovator Etfs Tr U S Equity A 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 U S Equity A stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,410 shares of XDOC stock, worth $80,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,410

Previous 2,949 18.28%

Holding current value

$80,662

Previous $86,000 10.47%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$25.55 - $32.35 $13,771 - $17,436	-539 Reduced 18.28%	2,410 $77,000
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	$19.69 - $21.98 $52,257 - $58,334	2,654 Added 80.55%	5,949 $126,000
Q2 2022 Aug 02, 2022	SELL	$20.29 - $25.69 $20,290 - $25,690	-1,000 Reduced 23.28%	3,295 $69,000
Q1 2022 Apr 21, 2022	SELL	$23.48 - $25.97 $18,901 - $20,905	-805 Reduced 15.78%	4,295 $109,000
Q4 2021 Jan 26, 2022	BUY	$24.03 - $25.94 $122,553 - $132,294	5,100 New	5,100 $132,000

Others Institutions Holding XDOC

# of Institutions

Shares Held

79.5K

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR U S EQUITY A

Ticker XDOC
Sector ETFs
Industry ETFs

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Blue Bell Private Wealth Management, LLC Innovator Etfs Tr U S Equity A Transaction History