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

$22 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

47.6K
Shares

$12.7 Million
0.67% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.58 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15.7K
Shares

$4.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

10.1K
Shares

$2.71 Million
0.0% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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