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
AMERICAN CENTY ETF TR ETF 951 $404,728 4,507 0.00 0.00 -581 -11.42 12-31-2023
FIDELITY NATIONAL FINANCIAL ETF 952 $400,890 7,857 0.00 0.00 2,284 40.98 12-31-2023
SPDR SER TR ETF Liquidated $0 0 0.00 17,878 +Inf 12-31-2023
CAPITAL GROUP INTL FOCUS EQT ETF Liquidated $0 0 0.00 18,420 +Inf 12-31-2023
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