Congress Wealth Management LLC Belpointe Prep, LLC Call Options Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OZ
# of Institutions
48Shares Held
1.39MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC307KShares$20.4 Million0.93% of portfolio
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management251KShares$16.7 Million0.37% of portfolio
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Precision Wealth Strategies, LLC244KShares$16.2 Million5.79% of portfolio
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United Asset Strategies, Inc. Garden City, NY86KShares$5.72 Million0.52% of portfolio
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Fountainhead Am, LLC Warren, NJ59.6KShares$3.96 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 $227M
- 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...