Precision Wealth Strategies, LLC Belpointe Prep, LLC Transaction History
Precision Wealth Strategies, LLC
- $76.7 Million
- Q2 2024
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 238,235 shares of OZ stock, worth $15.7 Million. This represents 17.99% of its overall portfolio holdings.
Number of Shares
238,235
Previous 241,329
1.28%
Holding current value
$15.7 Million
Previous $14.7 Million
6.13%
% of portfolio
17.99%
Previous 18.79%
Shares
6 transactions
Others Institutions Holding OZ
# of Institutions
36Shares Held
1.27MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC285KShares$18.8 Million1.29% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$17.3 Million0.45% of portfolio
-
United Asset Strategies, Inc. Garden City, NY88.5KShares$5.84 Million0.51% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.63 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ41.9KShares$2.77 Million0.6% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $225M
- 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...