Belpointe Asset Management LLC Invesco S&P Smallcap Health Ca Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
83Shares Held
856KCall Options Held
0Put Options Held
0-
Wbi Investments, Inc.103KShares$4.25 Million1.2% of portfolio
-
Wells Fargo & Company San Francisco, CA87.6KShares$3.63 Million0.0% of portfolio
-
Morgan Stanley New York, NY87.3KShares$3.62 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56KShares$2.32 Million0.0% of portfolio
-
Pacific Sun Financial Corp48.7KShares$2.02 Million1.27% of portfolio