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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ETF | 601 | $727,723 | 30,500 | 0.00 | 0.00 | 5,426 | 21.64 | 12-31-2023 |
| EATON CORP PLC | COM | 602 | $723,840 | 3,005 | 0.00 | 0.00 | -135 | -4.30 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | ETF | 603 | $721,601 | 15,064 | 0.00 | 0.00 | -13,961 | -48.10 | 12-31-2023 |
| FREEPORT-MCMORAN INC | COM | 604 | $719,053 | 16,891 | 0.00 | 0.00 | 4,703 | 38.59 | 12-31-2023 |
