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 |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC COM | Stock | 601 | $28,383 | 577 | 0.00 | 0.00 | 18 | 3.22 | 03-31-2024 |
| SPDR S&P INTERNATIONAL DIVIDEND ETF | ETF | 602 | $27,955 | 795 | 0.00 | 0.00 | -24 | -2.93 | 03-31-2024 |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | ETF | Liquidated | $27,803 | 790 | 0.00 | 0.00 | 790 | +Inf | 03-31-2024 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | ETF | 604 | $27,329 | 807 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
