BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in IAE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,442 | 2,396 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $17,970 | 2,396 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $18,275 | 2,596 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,209 | 196 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,187 | 196 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $6,850 | 1,000 | Shares | Sole | 2024-10-29 |