BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1352860
BLUE BELL, PA
All Filings in OCTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $3,549,242 | 92,260 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 OCTW | $3,676,413 | 94,267 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 OCTW | $3,794,922 | 99,004 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 OCTW | $4,226,319 | 114,194 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 OCTW | $4,039,045 | 115,007 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 OCTW | $4,137,305 | 116,357 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 OCTW | $4,116,282 | 117,273 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 OCTW | $4,251,730 | 123,235 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 OCTW | $4,720,862 | 139,423 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 OCTW | $4,650,231 | 142,122 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 OCTW | $4,462,494 | 143,604 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 OCTW | $4,648,301 | 152,779 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 OCTW | $4,471,608 | 153,500 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 OCTW | $4,150,751 | 149,152 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||