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Eaton shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Eaton

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All positions including Eaton held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $136k 436 312.68
2023-12-31 $76k 316 240.82
2023-09-30 $67k 316 213.28
2023-06-30 $64k 316 201.10
2023-03-31 $17k 100 171.34
2022-12-31 $32k 202 156.95
2022-09-30 $27k 202 133.66
2022-06-30 $25k 202 123.76
2022-03-31 $31k 202 153.47
2021-12-31 $35k 202 173.27

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Eaton

Vanguard Group
BlackRock
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Massachusetts Financial Services
Morgan Stanley
Geode Capital Management
Nuveen Asset Management
Alliancebernstein
Bank of New York Mellon
Northern Trust
Raymond James & Associates
ClearBridge Advisors
Wells Fargo & Company

View all funds holding Eaton