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 |
|---|---|---|---|---|---|---|---|---|---|
| V F CORP COM | Stock | 1251 | $997 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | ETF | 1252 | $997 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO S&P 500 LOW VOLATILITY ETF | ETF | 1253 | $988 | 15 | 0.00 | 0.00 | -1,850 | -99.20 | 03-31-2024 |
| ARK FINTECH INNOVATION ETF | ETF | 1254 | $971 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
