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
Others Institutions Holding PSC
# of Institutions
35Shares Held
13.9MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA9.43MShares$503 Million0.28% of portfolio
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Principal Securities, Inc. Des Moines, IA1.7MShares$90.6 Million1.96% of portfolio
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Envestnet Asset Management Inc1.25MShares$66.5 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA370KShares$19.8 Million0.0% of portfolio
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Legacy Cg, LLC Plano, TX247KShares$13.2 Million5.12% of portfolio