Belpointe Asset Management LLC ETF Ser Solutions Aptus Drawnd Transaction History

Belpointe Asset Management LLC

$1.51 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$33.17 - $34.96 $16,585 - $17,480	500 New	500 $17,000

Others Institutions Holding ADME

# of Institutions

54

Shares Held

7.32M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

2.66M
Shares

$113 Million
1.4% of portfolio
Silver Oak Securities, Inc Jackson, TN

1.4M
Shares

$59.7 Million
5.77% of portfolio
Envestnet Asset Management Inc

408K
Shares

$17.4 Million
0.01% of portfolio
Second Line Capital, LLC Metairie, LA

399K
Shares

$17 Million
5.02% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

373K
Shares

$15.9 Million
1.48% of portfolio

About ETF SER SOLUTIONS APTUS DRAWND

Ticker ADME
Sector ETFs
Industry ETFs

More about ADME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.