Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 726 | 466,105,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WENDYS CO COM | Stock | 1051 | $2,958 | 157 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NANO X IMAGING LTD ORD SHS | Stock | 1052 | $2,931 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB US AGGREGATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X URANIUM ETF | ETF | 1054 | $2,883 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
