Belpointe Asset Management LLC Ishares Morningstar U.S. Equit Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
173Shares Held
4.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$38.7 Million0.0% of portfolio
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Equitable Holdings, Inc. New York, NY450KShares$36.8 Million0.37% of portfolio
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Ameriprise Financial Inc Minneapolis, MN425KShares$34.7 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC187KShares$15.3 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC182KShares$14.9 Million0.01% of portfolio