BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in NVBT — AllianzIM U.S. Equity Buffer10 Nov ETF
CIK 1352860
BLUE BELL, PA
All Filings in NVBT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 NVBT | $172,054 | 4,806 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 NVBT | $177,110 | 4,806 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 NVBT | $170,590 | 4,720 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 NVBT | $169,384 | 4,933 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 NVBT | $161,121 | 5,054 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 NVBT | $137,159 | 4,200 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 NVBT | $63,528 | 2,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 NVBT | $62,320 | 2,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 NVBT | $60,870 | 2,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 NVBT | $58,390 | 2,000 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||