Precision Wealth Strategies, LLC Belpointe Prep, LLC Transaction History
Precision Wealth Strategies, LLC
- $100 Million
- Q1 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 243,931 shares of OZ stock, worth $15.7 Million. This represents 15.74% of its overall portfolio holdings.
Number of Shares
243,931
Previous 235,796
3.45%
Holding current value
$15.7 Million
Previous $18.2 Million
13.57%
% of portfolio
15.74%
Previous 18.72%
Shares
9 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC306KShares$19.8 Million1.17% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management252KShares$16.2 Million0.42% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86KShares$5.55 Million0.52% of portfolio
-
Fountainhead Am, LLC Warren, NJ59.6KShares$3.84 Million0.66% of portfolio
-
Congress Wealth Management LLC Boston, MA43.9KShares$2.83 Million0.04% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $220M
- 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...