Blue Bell Private Wealth Management, LLC Closed Holding Positions

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Madison/Claymore Covered Call & Eq Strtg
Q1 2021 Filed on Apr 23, 2021
54,259
N/A
Foxby Cf
Q4 2020 Filed on Jan 21, 2021
2,400
N/A
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q4 2020 Filed on Jan 21, 2021
100
$14.38 - $17.62 $1.44K - $1.76K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2020 Filed on Jan 21, 2021
5,604
$8.36 - $10.7 $46.8K - $60K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2020 Filed on Jan 21, 2021
4,586
$29.07 - $35.03 $133K - $161K
Ing Prime Rate Trust
Q4 2020 Filed on Jan 21, 2021
5,349
N/A
Petroleum & Resources Cp
Q4 2020 Filed on Jan 21, 2021
879
N/A
American Intl Group Inc
Q4 2020 Filed on Jan 21, 2021
6,785
N/A
Voya Global Adv & Premium Opp
Q4 2020 Filed on Jan 21, 2021
1,820
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2020 Filed on Oct 23, 2020
900
$44.78 - $49.7 $40.3K - $44.7K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
1,760
$27.17 - $33.5 $47.8K - $59K
Hanesbrands Inc
Q3 2020 Filed on Oct 23, 2020
4
N/A
ILF
Ishares Latin America 40 ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
780
$20.63 - $24.4 $16.1K - $19K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q3 2020 Filed on Oct 23, 2020
2,208
$25.02 - $26.84 $55.2K - $59.3K
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2020 Filed on Oct 23, 2020
1,095
N/A
Invesco S&P 500 Low Volatility
Q3 2020 Filed on Oct 23, 2020
574
N/A
Invesco Buyback Achievers
Q3 2020 Filed on Oct 23, 2020
503
N/A
Van Eck Vectors Agribusiness ETF
Q3 2020 Filed on Oct 23, 2020
450
N/A
Invesco S&P Mid Cap 400 Pure Gr ETF
Q3 2020 Filed on Oct 23, 2020
55
N/A
Direxion All Cap Insider Sentiment ETF
Q3 2020 Filed on Oct 23, 2020
400
N/A
Etfs Physical Palladium Shares
Q3 2020 Filed on Oct 23, 2020
26
N/A
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q3 2020 Filed on Oct 23, 2020
100
$44.65 - $49.39 $4.47K - $4.94K
Etfs Physical Precious Metals Basket
Q3 2020 Filed on Oct 23, 2020
123
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Oct 23, 2020
200
$50.71 - $55.18 $10.1K - $11K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2020 Filed on Oct 23, 2020
100
$41.35 - $45.9 $4.14K - $4.59K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q3 2020 Filed on Oct 23, 2020
776
$23.73 - $26.37 $18.4K - $20.5K
SLVO
Credit Suisse Ag

ETFs
Q3 2020 Filed on Oct 23, 2020
900
$6.05 - $7.4 $5.45K - $6.66K
Etfs Phys Platinum ETF
Q3 2020 Filed on Oct 23, 2020
90
N/A
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
662
$35.54 - $38.91 $23.5K - $25.8K
Invesco Spin Off ETF
Q3 2020 Filed on Oct 23, 2020
100
N/A
Invesco India ETF
Q3 2020 Filed on Oct 23, 2020
1,708
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2020 Filed on Oct 23, 2020
675
$27.57 - $30.61 $18.6K - $20.7K
QLD
Proshares Ultra Qqq

ETFs
Q3 2020 Filed on Oct 23, 2020
14
$37.86 - $54.81 $530 - $767
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2020 Filed on Oct 23, 2020
709
$33.85 - $37.14 $24K - $26.3K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2020 Filed on Oct 23, 2020
143
$53.09 - $60.07 $7.59K - $8.59K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q3 2020 Filed on Oct 23, 2020
95
$46.51 - $54.78 $4.42K - $5.2K
Powershares Sp Small Cap 600 Pure Grwth
Q3 2020 Filed on Oct 23, 2020
26
N/A
Citigroup Invts Cp Loan
Q3 2020 Filed on Oct 23, 2020
7,068
N/A
HGLB
Highland Global Allocation Fund

N/A
Q3 2020 Filed on Oct 23, 2020
1,702
$6.08 - $6.7 $10.3K - $11.4K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
975
$21.11 - $22.91 $20.6K - $22.3K
BATT
Amplify Lithium & Battery Tech

ETFs
Q3 2020 Filed on Oct 23, 2020
300
$9.12 - $11.18 $2.74K - $3.35K
Allianzgi Artf Intlg And
Q3 2020 Filed on Oct 23, 2020
925
N/A
Allianz Gi Eqty & Conv Income Fund
Q3 2020 Filed on Oct 23, 2020
100
N/A
Brandywine Global Global Income Opportunities Fun
Q3 2020 Filed on Oct 23, 2020
16,234
N/A
Van Eck Vectors Vietnam ETF
Q3 2020 Filed on Oct 23, 2020
250
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2020 Filed on Oct 23, 2020
186
$10.45 - $11.28 $1.94K - $2.1K
Invesco S&P Intl Dev Low Volatility
Q3 2020 Filed on Oct 23, 2020
139
N/A
MNA
Iq Merger Arbitrage ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
100
$31.38 - $33.64 $3.14K - $3.36K
Exone Company
Q3 2020 Filed on Oct 23, 2020
250
N/A
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