Foundations Investment Advisors, LLC Belpointe Prep, LLC Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,345 shares of OZ stock, worth $251,575. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,345
Previous 3,893
11.61%
Holding current value
$251,575
Previous $300,000
12.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding OZ
# of Institutions
38Shares Held
1.24MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC282KShares$16.3 Million1.39% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management271KShares$15.7 Million0.5% of portfolio
-
Precision Wealth Strategies, LLC241KShares$14 Million18.79% of portfolio
-
United Asset Strategies, Inc. Garden City, NY94.3KShares$5.46 Million0.58% of portfolio
-
Lincoln National Corp55KShares$3.18 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 $198M
- 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...