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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC COM NEW | Stock | 501 | $48,290 | 121 | 0.00 | 0.00 | 2 | 1.68 | 03-31-2024 |
| INVESCO PHLX SEMICONDUCTOR ETF | ETF | 502 | $48,045 | 1,245 | 0.00 | 0.00 | 27 | 2.22 | 03-31-2024 |
| PHILIP MORRIS INTL INC COM | Stock | 503 | $47,826 | 522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | ETF | 504 | $47,554 | 1,543 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
