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 $3.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,221
Holding current value
$3.01 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 $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...
More about OZ
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.