Belpointe Asset Management LLC Ishares Tr U S Divid & Buyback Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
Shares
6 transactions
Others Institutions Holding DIVB
# of Institutions
139Shares Held
11.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$100 Million0.04% of portfolio
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Paradiem, LLC1.56MShares$79.2 Million22.03% of portfolio
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Roosevelt Investment Group LLC769KShares$39.1 Million1.87% of portfolio
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Bank Of America Corp Charlotte, NC608KShares$30.9 Million0.0% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI514KShares$26.1 Million5.54% of portfolio