Belpointe Asset Management LLC Vaneck ETF Tr Preferred Securi Transaction History

Belpointe Asset Management LLC

$1.24 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	N/A	-13,327 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	N/A	-544 Reduced 3.92%	13,327 $274,000
Q4 2021 Feb 15, 2022	BUY	N/A	13,871 New	13,871 $303,000

Others Institutions Holding PFXF

# of Institutions

178

Shares Held

27.1M

Call Options Held

48.2K

Put Options Held

20.5K

Bank Of America Corp Charlotte, NC

3.72M
Shares

$64.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.14M
Shares

$54.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.95M
Shares

$33.7 Million
0.02% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

1.53M
Shares

$26.4 Million
6.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.42M
Shares

$24.6 Million
0.01% of portfolio

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