Blue Bell Private Wealth Management, LLC Innovator Etfs Tr U S Equity A Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 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 2,700 shares of XTOC stock, worth $78,840. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,700
Previous 2,700
-0.0%
Holding current value
$78,840
Previous $76,000
1.32%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XTOC
# of Institutions
17Shares Held
440KCall Options Held
0Put Options Held
0-
Bullseye Investment Management, LLC186KShares$5.43 Million7.82% of portfolio
-
Brinker Capital Investments, LLC85.4KShares$2.49 Million0.04% of portfolio
-
Sunbelt Securities, Inc. Houston, TX41.4KShares$1.21 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ34.8KShares$1.02 Million0.0% of portfolio
-
Millington Financial Advisors, LLC Naperville, IL24.3KShares$709,7350.44% of portfolio