Back to BDJ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → BDJ
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC BDJ Position History
BlackRock Enhanced Equity Dividend Trust • Financial Services
Quarters held
4
Latest value
$311K
Q3 2026
Peak value
$311K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $208K |
| Q1 2026 | $174K |
| Q2 2026 | $272K |
| Q3 2026 | $311K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $311K | 55.3K | — | — |
| Q2 2026 | $272K | 47.4K | — | — |
| Q1 2026 | $174K | 32.2K | — | — |
| Q4 2025 | $208K | 35.3K | — | — |
Other funds holding BDJ
$14.5B
$13.9B
$13.5B
$12.4B
$7.3B
$6.7B
$6.6B
$6.5B
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
$163.8MSTATE STREET SPDR S&P 500 ETF
SPY
$152.9MSTATE STR SPDR S&P 500 ETF TR TR UNIT
SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM