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
- $3.31 Billion
- Q1 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 270,928 shares of OZ stock, worth $16 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
270,928
Previous 275,137
1.53%
Holding current value
$16 Million
Previous $21.3 Million
22.39%
% of portfolio
0.5%
Previous 0.71%
Shares
10 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
-
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
-
Fountainhead Am, LLC Warren, NJ40.7KShares$2.4 Million0.61% 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...