Congress Wealth Management LLC Belpointe Prep, LLC Call Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OZ
# of Institutions
43Shares Held
1.37MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$21 Million1.38% of portfolio
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$18.4 Million0.51% of portfolio
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Precision Wealth Strategies, LLC236KShares$16.6 Million18.64% of portfolio
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United Asset Strategies, Inc. Garden City, NY88.5KShares$6.22 Million0.57% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.86 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 $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...