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 |
|---|---|---|---|---|---|---|---|---|---|
| SPROUTS FMRS MKT INC COM | Stock | 551 | $35,593 | 552 | 0.00 | 552 | +Inf | 03-31-2024 | |
| ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF | ETF | 552 | $35,482 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROYAL BK CDA COM | Stock | 553 | $34,804 | 345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TORTOISE PIPELINE & ENERGY FD COM | CEF | 554 | $34,782 | 1,100 | 0.00 | 0.00 | 1,092 | 13650.00 | 03-31-2024 |
