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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHA METALLURGICAL RESOUR INC COM | Stock | 1101 | $1,987 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARK ISRAEL INNOVATIVE TECHNOLOGY ETF | ETF | 1102 | $1,956 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LULULEMON ATHLETICA INC COM | Stock | 1103 | $1,953 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES GLOBAL TECH ETF | ETF | 1104 | $1,945 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
