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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | ETF | 1301 | $728 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DESKTOP METAL INC COM CL A | Stock | 1302 | $704 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ORIGIN MATERIALS INC WT EXP 062526 | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL X FINTECH ETF | ETF | 1304 | $701 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
