A detailed history of Congress Wealth Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Congress Wealth Management LLC holds 43,221 shares of OZ stock, worth $3.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,221
Holding current value
$3.04 Million
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$58.0 - $72.4 $2.51 Million - $3.13 Million
43,221 New
43,221 $2.98 Million

Others Institutions Holding OZ

About Belpointe PREP, LLC


  • Ticker OZ
  • Exchange NYSE
  • Sector Real Estate
  • Industry Real Estate—Development
  • Shares Outstandng 3,413,450
  • Market Cap $240M
  • 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...
More about OZ
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