BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in VOTE — TCW Transform 500 ETF
CIK 1352860
BLUE BELL, PA
All Filings in VOTE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VOTE | $70,424 | 923 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 VOTE | $74,045 | 923 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 VOTE | $72,437 | 923 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 VOTE | $67,139 | 923 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 VOTE | $60,354 | 923 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 VOTE | $63,488 | 923 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 VOTE | $61,877 | 923 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 VOTE | $58,684 | 923 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 VOTE | $56,536 | 923 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 VOTE | $51,337 | 923 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 VOTE | $46,039 | 923 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 VOTE | $47,626 | 923 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 VOTE | $43,925 | 923 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 VOTE | $40,815 | 923 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 VOTE | $38,387 | 923 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 VOTE | $40,399 | 923 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 VOTE | $48,835 | 923 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 VOTE | $51,623 | 923 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||