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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN NEW YORK QLT MUN INC FD COM | CEF | 651 | $21,900 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| TERADYNE INC COM | Stock | 652 | $21,889 | 194 | 0.00 | 0.00 | -80 | -29.20 | 03-31-2024 |
| FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | ETF | 653 | $21,573 | 539 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ULTA BEAUTY INC COM | Stock | 654 | $21,438 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
