Blue Bell Private Wealth Management, LLC Options Holdings

Blue Bell Private Wealth Management, LLC

  • $500 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$117,000
200
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 678
  • Current Value $500 Million
  • Prior Value $499 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 29 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 196 stocks
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