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 |
---|---|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INC | COM | 401 | $1,201,308 | 7,640 | 0.00 | 0.00 | 5,446 | 248.22 | 12-31-2023 |
ALPS ETF TR | ETF | 402 | $1,200,505 | 28,233 | 0.00 | 0.00 | 774 | 2.82 | 12-31-2023 |
FIRST TR NASDAQ 100 TECH IND | ETF | 403 | $1,188,147 | 6,770 | 0.00 | 6,770 | +Inf | 12-31-2023 | |
M/I HOMES INC | COM | 404 | $1,172,994 | 8,516 | 0.00 | 0.00 | 450 | 5.58 | 12-31-2023 |