Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Belpointe Prep, LLC Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 262,218 shares of OZ stock, worth $20.7 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
262,218
Previous 262,413
0.07%
Holding current value
$20.7 Million
Previous $15.2 Million
19.12%
% of portfolio
0.51%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding OZ
# of Institutions
44Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$23.6 Million1.38% of portfolio
-
Precision Wealth Strategies, LLC236KShares$18.7 Million18.64% of portfolio
-
United Asset Strategies, Inc. Garden City, NY88.5KShares$6.99 Million0.57% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$4.35 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ46.2KShares$3.65 Million0.71% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $270M
- 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...