Outlook Wealth Advisors, LLC Belpointe Prep, LLC Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 4,996 shares of OZ stock, worth $307,254. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,996
Previous 4,996
-0.0%
Holding current value
$307,254
Previous $344,000
11.92%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding OZ
# of Institutions
46Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$18.4 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$15.8 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC236KShares$14.5 Million18.72% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.35 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.38 Million0.01% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $210M
- 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...