Blue Bell Private Wealth Management, LLC ALLIANZIM U.S. LARGE CAP BUFFER10 MAY ETF Transaction History

Blue Bell Private Wealth Management, LLC

  • $569 Million
  • Q2 2025
Number of Shares
13,254
Previous 6,953 90.62%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
6,301 Added 90.62%
13,254 $0
Q1 2025

May 05, 2025
SELL
N/A
-100 Reduced 1.42%
6,953 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-11 Reduced 0.16%
7,053 $0
Q1 2024

Apr 24, 2024
SELL
N/A
-25 Reduced 0.35%
7,064 $0
Q4 2023

Jan 25, 2024
SELL
N/A
-54 Reduced 0.76%
7,089 $0
Q3 2023

Oct 30, 2023
BUY
N/A
7,143 New
7,143 $0
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