Smart Wealth LLC Belpointe Prep, LLC Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Smart Wealth LLC holds 5,960 shares of OZ stock, worth $385,492. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,960
Previous 5,960
-0.0%
Holding current value
$385,492
Previous $411 Million
12.14%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding OZ
# of Institutions
46Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$19.3 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$16.6 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC236KShares$15.3 Million18.72% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.62 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.56 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 $221M
- 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...