Belpointe Asset Management LLC Ishares Tr Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
Shares
11 transactions
Others Institutions Holding IFRA
# of Institutions
390Shares Held
30.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.8MShares$498 Million0.04% of portfolio
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Morgan Stanley New York, NY1.98MShares$101 Million0.01% of portfolio
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Wharton Business Group, LLC Malvern, PA1.7MShares$86.2 Million3.52% of portfolio
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Lpl Financial LLC Fort Mill, SC1.03MShares$52.3 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS953KShares$48.5 Million0.07% of portfolio