BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1352860
BLUE BELL, PA
All Filings in XSEP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSEP | $456,074 | 10,889 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XSEP | $470,007 | 11,089 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 XSEP | $477,748 | 11,486 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 XSEP | $95,025 | 2,340 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 XSEP | $92,798 | 2,400 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 XSEP | $93,376 | 2,400 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 XSEP | $92,078 | 2,400 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 XSEP | $90,516 | 2,400 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 XSEP | $88,908 | 2,400 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 XSEP | $86,131 | 2,400 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||