Belpointe Asset Management LLC Principal Fds Principal Invt G 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	$20.45 - $21.55 $16,053 - $16,916	785 Added 27.59%	3,630 $76,000
Q4 2022 Feb 08, 2023	BUY	$19.9 - $21.28 $56,615 - $60,541	2,845 New	2,845 $58,000

Others Institutions Holding IG

# of Institutions

24

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.03M
Shares

$41.8 Million
1.05% of portfolio
Envestnet Asset Management Inc

1.97M
Shares

$40.6 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12 Million
0.02% of portfolio
Western Wealth Management, LLC

159K
Shares

$3.26 Million
0.2% of portfolio
Insight Wealth Partners, LLC

151K
Shares

$3.11 Million
0.65% of portfolio

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