Cwm, LLC Belpointe Prep, LLC Transaction History
Cwm, LLC
- $20.6 Billion
- Q1 2024
A detailed history of Cwm, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Cwm, LLC holds 2,520 shares of OZ stock, worth $148,680. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,520
Previous 7,500
66.4%
Holding current value
$148,680
Previous $579,000
73.58%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding OZ
# of Institutions
38Shares Held
1.24MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC282KShares$16.7 Million1.39% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management271KShares$16 Million0.5% of portfolio
-
Precision Wealth Strategies, LLC241KShares$14.2 Million18.79% of portfolio
-
United Asset Strategies, Inc. Garden City, NY94.3KShares$5.56 Million0.58% of portfolio
-
Lincoln National Corp55KShares$3.25 Million0.05% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $201M
- 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...