Belpointe Asset Management LLC First Tr Ex Tr Viii Cboe Vest Transaction History

Belpointe Asset Management LLC

$1.24 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$30.12 - $30.88 $60 - $61	2 Added 3.92%	53 $1,000
Q4 2022 Feb 08, 2023	BUY	$29.87 - $30.63 $1,523 - $1,562	51 New	51 $1,000

Others Institutions Holding DMAR

# of Institutions

70

Shares Held

3.47M

Call Options Held

0

Put Options Held

0

Lifestyle Asset Management, Inc. Friendswood, TX

815K
Shares

$29.8 Million
16.8% of portfolio
Envestnet Asset Management Inc

233K
Shares

$8.51 Million
0.0% of portfolio
Kestra Advisory Services, LLC

215K
Shares

$7.85 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

175K
Shares

$6.4 Million
0.01% of portfolio
Creative One Wealth, LLC Overland Park, KS

153K
Shares

$5.61 Million
0.21% of portfolio

About FIRST TR EX-TR VIII CBOE VEST

Ticker DMAR

More about DMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.