Lisa Muehlfelt
@Belvedere Trading Llc
Latest period2024 - Q3ReportedManaged Assets$74.508BTotal holdings328
Assets growth rate-7.54%Assets growth rate (2-Q avg)-1.62%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Belvedere Trading Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.
Assets under management
The assets under management (AUM) of Belvedere Trading Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 74.508B in assets, with a quarterly growth rate of -7.54% and a 2-quarter average growth rate of -1.62%. The portfolio is managed by Lisa Muehlfelt, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UTWORbb Fd Inc
| 0.01% | $384,677 7,890 shares@ $48.76 avg price | New Position |
IWRIshares Tr
| 0.01% | $379,002↑ Call 4,300 shares@ $88.14 avg price | New Position |
TIGRUp Fintech Hldg Ltd
| 0.01% | $378,008 70,788 shares@ $5.35 avg price | New Position |
AIRRFirst Tr Exchange-traded Fd
| 0.01% | $373,350↑ Call 5,000 shares@ $74.67 avg price | New Position |
IYHIshares Tr
| 0.01% | $371,345 5,713 shares@ $65.0 avg price | New Position |
IWCIshares Tr
| 0.01% | $369,960↑ Call 3,000 shares@ $123.32 avg price | New Position |
IVOOVanguard Admiral Fds Inc
| 0.01% | $369,705↑ Call 3,500 shares@ $105.63 avg price | New Position |
PSIInvesco Exchange Traded Fd T
| 0.01% | $362,376↑ Call 6,300 shares@ $57.52 avg price | New Position |
YBTCRoundhill Etf Trust
| 0.01% | $362,116 8,661 shares@ $41.81 avg price | New Position |
UPSTUpstart Hldgs Inc
| 0.01% | $352,088↑ Call 8,800 shares@ $40.01 avg price | New Position |