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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC COM | Stock | 951 | $4,920 | 136 | 0.00 | 0.00 | 25 | 22.52 | 03-31-2024 |
| MCCORMICK & CO INC COM NON VTG | Stock | 952 | $4,916 | 64 | 0.00 | 0.00 | 2 | 3.23 | 03-31-2024 |
| SNOWFLAKE INC CL A | Stock | 953 | $4,848 | 30 | 0.00 | 0.00 | -3 | -9.09 | 03-31-2024 |
| VANECK GOLD MINERS ETF | ETF | 954 | $4,775 | 151 | 0.00 | 0.00 | -640 | -80.91 | 03-31-2024 |
