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
SPDR SER TR ETF Liquidated $0 0 0.00 33,324 +Inf 12-31-2023
ACCENTURE PLC IRELAND COM 502 $899,562 2,563 0.00 0.00 -118 -4.40 12-31-2023
VANGUARD WORLD FD ETF 503 $897,325 3,457 0.00 0.00 2,121 158.76 12-31-2023
ISHARES INC ETF 504 $894,525 16,143 0.00 0.00 -86 -0.53 12-31-2023
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