Belpointe Asset Management LLC Spdr Ser Tr S&P 1500 Momentum 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
Q4 2020 Feb 16, 2021	SELL	$143.17 - $162.31 $195,999 - $222,202	-1,369 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$135.29 - $159.29 $185,212 - $218,068	1,369 New	1,369 $203,000

Others Institutions Holding MMTM

# of Institutions

33

Shares Held

235K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

82.2K
Shares

$21.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.6 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.51 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.14 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.67 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

Ticker MMTM
Sector ETFs
Industry ETFs

More about MMTM

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.