Belpointe Asset Management LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding PTMC
# of Institutions
70Shares Held
7.78MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$40.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA950KShares$35.9 Million0.01% of portfolio
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Morgan Stanley New York, NY833KShares$31.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC546KShares$20.7 Million0.01% of portfolio
-
O Donnell Financial Services, LLC514KShares$19.5 Million8.63% of portfolio