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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | ETF | 901 | $5,939 | 132 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| APOGEE ENTERPRISES INC COM | Stock | 902 | $5,920 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MIRION TECHNOLOGIES INC COM CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ADVANSIX INC COM | Stock | 904 | $5,720 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
