Belpointe Asset Management LLC Legg Mason ETF Invt Tr Transaction History

Belpointe Asset Management LLC

$2.32 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$34.5 - $40.96 $50,335 - $59,760	1,459 New	1,459 $56,000

Others Institutions Holding YLDE

# of Institutions

40

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

644K
Shares

$34.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

244K
Shares

$13 Million
0.0% of portfolio
Shira Ridge Wealth Management Larkspur, CA

191K
Shares

$10.2 Million
4.16% of portfolio
Lpl Financial LLC Fort Mill, SC

176K
Shares

$9.4 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

110K
Shares

$5.87 Million
0.08% of portfolio

About LEGG MASON ETF INVT TR

Ticker YLDE
Sector ETFs
Industry ETFs

More about YLDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.