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 $80,012. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,410
Previous 2,949
18.28%
Holding current value
$80,012
Previous $86,000
10.47%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding XDOC
# of Institutions
11Shares Held
79.5KCall Options Held
0Put Options Held
0-
Old Mission Capital LLC33.3KShares$1.1 Million0.0% of portfolio
-
Wood Tarver Financial Group, LLC Boise, ID13.1KShares$433,9570.13% of portfolio
-
Unique Wealth, LLC Tampa, FL11.3KShares$375,8570.06% of portfolio
-
Barclays PLC London, X06.16KShares$204,3460.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.66KShares$154,7450.0% of portfolio