Belpointe Asset Management LLC Principal ETF U.S. Small Cap M Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	BUY	$40.34 - $44.4 $579,968 - $638,338	14,377 New	14,377 $588,000

Others Institutions Holding PSC

# of Institutions

25

Shares Held

3.81M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

1.3M
Shares

$67.2 Million
1.63% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$64.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

370K
Shares

$19.2 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

220K
Shares

$11.4 Million
0.0% of portfolio
Legacy Cg, LLC Plano, TX

210K
Shares

$10.9 Million
4.68% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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