Belpointe Asset Management LLC Flexshares Morningstar Dev Mkt Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding TLTD
# of Institutions
61Shares Held
5.82MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL3.97MShares$279 Million0.05% of portfolio
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Capstone Financial Advisors, Inc. Downers Grove, IL476KShares$33.5 Million2.2% of portfolio
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Envestnet Asset Management Inc371KShares$26.1 Million0.01% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA157KShares$11 Million0.6% of portfolio
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Harbour Trust & Investment Management CO Michigan City, IN128KShares$8.99 Million1.09% of portfolio