BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in CXE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $372,782 | 100,752 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $374,797 | 100,752 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $364,988 | 101,952 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $374,549 | 101,504 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $373,534 | 101,504 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $410,996 | 102,493 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $342,714 | 92,376 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $147,189 | 40,548 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $112,577 | 31,712 | Shares | Sole | 2024-01-25 |