Belpointe Asset Management LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Belpointe Asset Management LLC

$1.28 Billion
Q2 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

34

Shares Held

214K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

69.1K
Shares

$17.3 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

44.7K
Shares

$11.2 Million
0.65% of portfolio
Professional Financial Advisors, LLC

17K
Shares

$4.28 Million
1.17% of portfolio
Steward Partners Investment Advisory, LLC

15K
Shares

$3.78 Million
0.04% of portfolio
Western Wealth Management, LLC

9.08K
Shares

$2.28 Million
0.17% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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