Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BELPOINTE ASSET MANAGEMENT LLC 02-13-2024 12-31-2023 701 1,138,578,158
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UNITED RENTALS INC COM 1151 $309,073 539 0.00 0.00 -58 -9.72 12-31-2023
SHOPIFY INC COM 1152 $308,796 3,964 0.00 3,964 +Inf 12-31-2023
TRANE TECHNOLOGIES PLC COM 1153 $308,703 1,265 0.00 1,265 +Inf 12-31-2023
GOLDMAN SACHS ETF TR ETF 1154 $308,285 3,091 0.00 3,091 +Inf 12-31-2023
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