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 |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC | COM | 1451 | $215,169 | 21,625 | 0.00 | 0.00 | 4,527 | 26.48 | 12-31-2023 |
| BP PLC | COM | 1452 | $214,186 | 6,050 | 0.00 | 0.00 | -7,192 | -54.31 | 12-31-2023 |
| SPDR INDEX SHS FDS | ETF | 1453 | $213,950 | 4,475 | 0.00 | 0.00 | -1,720 | -27.76 | 12-31-2023 |
| YUM BRANDS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -907 | -34.79 | 12-31-2023 |
