Belpointe Asset Management LLC Belpointe Prep, LLC Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
A detailed history of Belpointe Asset Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Belpointe Asset Management LLC holds 298,385 shares of OZ stock, worth $19.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
298,385
Previous 298,385
-0.0%
Holding current value
$19.2 Million
Previous $20.6 Million
11.85%
% of portfolio
1.52%
Previous 1.38%
Shares
12 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$16.5 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC236KShares$15.1 Million18.72% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.58 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.53 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ51.8KShares$3.33 Million0.77% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $219M
- 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...