Belpointe Asset Management LLC Principal Exchange Traded Fds Transaction History

Belpointe Asset Management LLC

  • $2.32 Billion
  • Q3 2025

A detailed history of Belpointe Asset Management LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Belpointe Asset Management LLC holds 12,347 shares of YLD stock, worth $234,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,347
Previous 11,420 8.12%
Holding current value
$234,593
Previous $221,000 8.6%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$19.14 - $19.46 $17,742 - $18,039
927 Added 8.12%
12,347 $240,000
Q2 2025

Jul 22, 2025
BUY
$18.16 - $19.37 $207,387 - $221,205
11,420 New
11,420 $221,000
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
69
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL EXCHANGE-TRADED FDS

YLD Quotes by TradingView
  • Ticker YLD
  • Sector ETFs
  • Industry ETFs
More about YLD
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