BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XBJL Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Innovator U.S. Equity Accelerated 9 Buffer ETF - July Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 74,959.00 shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - July(XBJL), totaling $2.54 Mil. This investment constitutes 0.48% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 2.36% of the outstanding Innovator U.S. Equity Accelerated 9 Buffer ETF - July(XBJL) stock.
The initial trade took place in 2024Q4. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 1 purchases of XBJL, at an average price of $33.94, for a total of 74,959.00 shares. Based on historical transaction data and XBJL's current price of $35.99, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his XBJL holdings is $153,665.95, reflecting a 6.04% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XBJL ($35.99) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XBJL ($35.99) 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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