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

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

22

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

9.62M
Shares

$491 Million
0.29% of portfolio
Principal Securities, Inc. Des Moines, IA

1.3M
Shares

$66.2 Million
1.63% of portfolio
Envestnet Asset Management Inc

1.22M
Shares

$62.2 Million
0.02% of portfolio
Legacy Cg, LLC Plano, TX

210K
Shares

$10.7 Million
4.68% of portfolio
Wells Fargo & Company San Francisco, CA

143K
Shares

$7.31 Million
0.0% of portfolio

About PRINCIPAL ETF U.S. SMALL-CAP M

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