Moneta Group Investment Advisors LLC Belpointe Prep, LLC Transaction History
Moneta Group Investment Advisors LLC
- $7.15 Billion
- Q1 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 3,935 shares of OZ stock, worth $244,009. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,935
Previous 3,935
-0.0%
Holding current value
$244,009
Previous $303,000
16.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC307KShares$19.1 Million0.93% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management251KShares$15.6 Million0.37% of portfolio
-
Precision Wealth Strategies, LLC244KShares$15.1 Million5.79% of portfolio
-
United Asset Strategies, Inc. Garden City, NY85.8KShares$5.32 Million0.48% of portfolio
-
Fountainhead Am, LLC Warren, NJ62.6KShares$3.88 Million0.63% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $212M
- 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...