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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANZIM U.S. LARGE CAP BUFFER20 MAY ETF | ETF | 751 | $11,796 | 423 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS INNOVATE EQUITY ETF | ETF | 752 | $11,632 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| POPULAR INC COM NEW | Stock | 753 | $11,540 | 131 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | 754 | $11,472 | 44 | 0.00 | 0.00 | 25 | 131.58 | 03-31-2024 |
