BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 1352860
BLUE BELL, PA
All Filings in XMAR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $4,242,947 | 104,790 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XMAR | $3,751,143 | 93,943 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 XMAR | $3,814,750 | 97,258 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 XMAR | $3,781,510 | 98,752 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 XMAR | $3,632,610 | 98,860 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 XMAR | $3,594,551 | 99,297 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 XMAR | $3,649,791 | 102,840 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 XMAR | $3,637,595 | 105,221 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 XMAR | $3,589,035 | 106,753 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 XMAR | $3,528,287 | 107,308 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 XMAR | $3,418,164 | 108,033 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 XMAR | $3,413,238 | 108,498 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 XMAR | $1,507,431 | 49,701 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||