BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in TDF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $61,625 | 5,473 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $63,760 | 5,473 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $52,667 | 5,272 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $53,078 | 5,472 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $42,212 | 4,972 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $43,711 | 4,772 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $21,028 | 2,622 | Shares | Sole | 2024-08-05 |
| 2020-06-30 | $37,817 | 1,874 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $61,925 | 3,632 | Shares | Sole | 2020-04-22 |