Blue Bell Private Wealth Management »

Flaherty & Crumrine/Claymore Total Retur shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Flaherty & Crumrine/Claymore Total Retur (FLC) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Flaherty & Crumrine/Claymore Total Retur

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine/Claymore Total Retur held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Flaherty & Crumrine/Claymore Total Retur by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 1.0k 17.29
2024-06-30 $16k 1.0k 15.54

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)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Flaherty & Crumrine/Claymore Total Retur

Bank of America Corporation
Sowell Financial Services
Saba Capital Management
Invesco
LPL Financial
CNH Partners
Deschutes Portfolio Strategy
Pathstone Holdings
Kovitz Investment Group Partners
Morgan Stanley
Seamount Financial Group
Pathway Financial Advisers
Guggenheim Capital, LLC Managers
Wells Fargo & Company
HighTower Advisors

View all funds holding Flaherty & Crumrine/Claymore Total Retur