Kingswood Wealth Advisors, LLC Belpointe Prep, LLC Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,337 shares of OZ stock, worth $320,220. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,337
Previous 11,382
53.11%
Holding current value
$320,220
Previous $808 Million
57.73%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding OZ
# of Institutions
47Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC307KShares$18.4 Million0.93% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management251KShares$15.1 Million0.37% of portfolio
-
Precision Wealth Strategies, LLC244KShares$14.6 Million5.79% of portfolio
-
United Asset Strategies, Inc. Garden City, NY85.8KShares$5.15 Million0.48% of portfolio
-
Fountainhead Am, LLC Warren, NJ62.6KShares$3.75 Million0.63% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $205M
- 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...