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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN PFD & INCOME SECS FD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,105 | -36.71 | 12-31-2023 |
| ALGONQUIN PWR UTILS CORP | COM | 2002 | $93,757 | 14,835 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANAVEX LIFE SCIENCES CORP | COM | 2003 | $93,100 | 10,000 | 0.00 | 10,000 | +Inf | 12-31-2023 |
