Ratio Wealth Group Belpointe Prep, LLC Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Ratio Wealth Group holds 36,790 shares of OZ stock, worth $2.58 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
36,790
Previous 36,790
-0.0%
Holding current value
$2.58 Million
Previous $2.84 Million
21.18%
% of portfolio
0.43%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding OZ
# of Institutions
36Shares Held
1.27MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC285KShares$20 Million1.29% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$18.4 Million0.45% of portfolio
-
Precision Wealth Strategies, LLC238KShares$16.7 Million17.99% of portfolio
-
United Asset Strategies, Inc. Garden City, NY88.5KShares$6.2 Million0.51% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.85 Million0.01% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $239M
- Description
- Belpointe PREP, LLC focuses on identifying, acquiring, developing or redeveloping, and managing commercial real estate properties in the United States. It also intends to invest in and manage a real estate-related assets, including commercial real estate loans and mortgages; and debt and equity securities issued by other real estate-related comp...