Belpointe Asset Management LLC Principal Exchange Traded Fds 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	$17.85 - $18.59 $159,703 - $166,324	8,947 New	8,947 $163,000

Others Institutions Holding YLD

# of Institutions

53

Shares Held

10.3M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

2.53M
Shares

$47.3 Million
0.03% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

930K
Shares

$17.4 Million
1.2% of portfolio
Principal Securities, Inc. Des Moines, IA

849K
Shares

$15.9 Million
0.37% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

646K
Shares

$12.1 Million
0.42% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$11.8 Million
0.01% of portfolio

About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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