Belpointe Asset Management LLC Principal ETF U.S. Small Cap M Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding PSC
# of Institutions
23Shares Held
13MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA9.58MShares$490 Million0.29% of portfolio
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Principal Securities, Inc. Des Moines, IA1.26MShares$64.6 Million1.67% of portfolio
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Envestnet Asset Management Inc1.22MShares$62.4 Million0.02% of portfolio
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Legacy Cg, LLC Plano, TX334KShares$17.1 Million6.92% of portfolio
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Wells Fargo & Company San Francisco, CA143KShares$7.33 Million0.0% of portfolio