Belpointe Asset Management LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$50.03 - $54.48 $4,902 - $5,339	98 Added 59.39%	263 $13,000
Q4 2022 Feb 08, 2023	BUY	$53.73 - $58.49 $8,865 - $9,650	165 New	165 $8,000

Others Institutions Holding CMDY

# of Institutions

62

Shares Held

2.83M

Call Options Held

0

Put Options Held

0

Alaska Permanent Capital Management

762K
Shares

$38.8 Million
2.97% of portfolio
Apcm Wealth Management For Individuals

367K
Shares

$18.7 Million
2.72% of portfolio
Envestnet Asset Management Inc

305K
Shares

$15.5 Million
0.01% of portfolio
Principal Securities, Inc. Des Moines, IA

225K
Shares

$11.5 Million
0.24% of portfolio
Jpmorgan Chase & CO New York, NY

125K
Shares

$6.38 Million
0.0% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
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