Belpointe Asset Management LLC Vanguard Wellington Fd Us Mult Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding VFMF
# of Institutions
70Shares Held
1.3MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO305KShares$37.5 Million4.28% of portfolio
-
Envestnet Asset Management Inc200KShares$24.5 Million0.01% of portfolio
-
Opus Capital Group, LLC106KShares$13 Million1.76% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX79.3KShares$9.75 Million1.47% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL73KShares$8.97 Million0.0% of portfolio