BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in OCTT — AllianzIM U.S. Equity Buffer10 Oct ETF
CIK 1352860
BLUE BELL, PA
All Filings in OCTT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTT | $1,530,962 | 36,175 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 OCTT | $1,541,135 | 35,417 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 OCTT | $1,580,590 | 37,090 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 OCTT | $1,638,554 | 40,821 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 OCTT | $1,523,005 | 40,919 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 OCTT | $1,577,406 | 41,275 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 OCTT | $1,555,219 | 41,446 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 OCTT | $1,614,563 | 43,874 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 OCTT | $1,685,057 | 46,931 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 OCTT | $1,633,797 | 47,825 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 OCTT | $1,499,436 | 47,410 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 OCTT | $1,610,711 | 49,943 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 OCTT | $1,503,019 | 49,994 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 OCTT | $1,389,497 | 49,184 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 OCTT | $997,281 | 37,336 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 OCTT | $1,027,750 | 38,024 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 OCTT | $1,145,568 | 38,220 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 OCTT | $1,178,730 | 38,760 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 OCTT | $1,113,367 | 38,609 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 OCTT | $1,146,446 | 40,198 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 OCTT | $1,232,596 | 44,482 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||