Belpointe Asset Management LLC Ishares Tr 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	$38.59 - $42.55 $38 - $42	1 Added 0.31%	319 $13,000
Q4 2022 Feb 08, 2023	BUY	$36.32 - $41.5 $11,549 - $13,197	318 New	318 $12,000

Others Institutions Holding LRGF

# of Institutions

199

Shares Held

32.7M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

4.2M
Shares

$254 Million
14.69% of portfolio
Halbert Hargrove Global Advisors, LLC

3.27M
Shares

$198 Million
10.63% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

1.98M
Shares

$120 Million
4.22% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

1.95M
Shares

$118 Million
21.87% of portfolio
Wells Fargo & Company San Francisco, CA

1.79M
Shares

$108 Million
0.02% of portfolio

About ISHARES TR

Ticker LRGF
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