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 |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON CORPORATION | COM | 1551 | $181,829 | 12,841 | 0.00 | 0.00 | -695 | -5.13 | 12-31-2023 |
PIMCO DYNAMIC INCOME FD | ETF | 1552 | $180,201 | 10,039 | 0.00 | 10,039 | +Inf | 12-31-2023 |