BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BJAN Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Innovator U.S. Equity Buffer ETF - January Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 47,489.00 shares of Innovator U.S. Equity Buffer ETF - January(BJAN), totaling $2.21 Mil. This investment constitutes 0.42% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.77% of the outstanding Innovator U.S. Equity Buffer ETF - January(BJAN) stock.
The initial trade took place in 2021Q2. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 6 purchases of BJAN, at an average price of $39.64, for a total of 66,019.00 shares. In addition, there have been 8 sales at an average price of $38.64 for 18,530.00 shares. Based on historical transaction data and BJAN's current price of $50.54, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his BJAN holdings is $499,349.76, reflecting a 19.08% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BJAN ($50.54) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BJAN ($50.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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