BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BMAY Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Innovator U.S. Equity Buffer ETF - May Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 63,427.00 shares of Innovator U.S. Equity Buffer ETF - May(BMAY), totaling $2.52 Mil. This investment constitutes 0.48% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 1.76% of the outstanding Innovator U.S. Equity Buffer ETF - May(BMAY) stock.
The initial trade took place in 2024Q4. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 1 purchases of BMAY, at an average price of $40.07, for a total of 64,030.00 shares. In addition, there have been 1 sales at an average price of $40.57 for 603.00 shares. Based on historical transaction data and BMAY's current price of $42.12, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his BMAY holdings is $130,111.20, reflecting a 5.07% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BMAY ($42.12) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BMAY ($42.12) 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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