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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt 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 First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 539 40.02
2023-12-31 $21k 539 37.99
2023-09-30 $105k 3.0k 35.32

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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)
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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

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