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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC NEW CL A | Stock | 401 | $84,573 | 291 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR U.S. EQUITY ACCELERATED ETF - OCTOBER | ETF | 402 | $84,057 | 2,949 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALLIANZIM U.S. LARGE CAP BUFFER20 FEB ETF | ETF | 403 | $83,804 | 2,894 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BNY MELLON STRATEGIC MUNI BOND | CEF | 404 | $81,448 | 13,899 | 0.00 | 13,899 | +Inf | 03-31-2024 |
