Ae Wealth Management LLC Belpointe Prep, LLC Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,280 shares of OZ stock, worth $228,780. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,280
Previous 7,512
56.34%
Holding current value
$228,780
Previous $434,000
47.93%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding OZ
# of Institutions
43Shares Held
1.37MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$20.8 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$18.3 Million0.51% of portfolio
-
Precision Wealth Strategies, LLC236KShares$16.5 Million18.64% of portfolio
-
United Asset Strategies, Inc. Garden City, NY88.5KShares$6.18 Million0.57% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.84 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 $238M
- 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...