Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BELPOINTE ASSET MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 701 | 1,138,578,158 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | ETF | 1401 | $229,375 | 2,950 | 0.00 | 0.00 | -747 | -20.21 | 12-31-2023 |
FIRST TR EXCHANGE-TRADED FD | ETF | 1402 | $229,003 | 4,442 | 0.00 | 4,442 | +Inf | 12-31-2023 | |
WESTERN UN CO | COM | 1403 | $228,735 | 19,189 | 0.00 | 0.00 | 3,902 | 25.52 | 12-31-2023 |
CHARTER COMMUNICATIONS INC N | COM | 1404 | $227,767 | 586 | 0.00 | 0.00 | -13 | -2.17 | 12-31-2023 |