Abound Wealth Management Belpointe Prep, LLC Transaction History
Abound Wealth Management
- $300 Billion
- Q1 2025
A detailed history of Abound Wealth Management transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Abound Wealth Management holds 3,645 shares of OZ stock, worth $237,180. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,645Holding current value
$237,180% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC306KShares$19.9 Million1.17% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management252KShares$16.4 Million0.42% of portfolio
-
Precision Wealth Strategies, LLC244KShares$15.9 Million15.74% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86KShares$5.59 Million0.52% of portfolio
-
Fountainhead Am, LLC Warren, NJ59.6KShares$3.88 Million0.66% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $222M
- 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...