Belpointe Asset Management LLC Timothy Plan U S Sm Cap Core E Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding TPSC
# of Institutions
55Shares Held
1.51MCall Options Held
0Put Options Held
0-
Creative Financial Designs Inc194KShares$7.62 Million0.65% of portfolio
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Ambassador Advisors, LLC Lancaster, PA188KShares$7.36 Million1.22% of portfolio
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Bare Financial Services, Inc Gap, PA176KShares$6.92 Million3.63% of portfolio
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O'Connor Financial Group LLC Quincy, IL144KShares$5.66 Million2.95% of portfolio
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Lpl Financial LLC Fort Mill, SC127KShares$4.98 Million0.0% of portfolio