Precision Wealth Strategies, LLC Belpointe Prep, LLC Transaction History
Precision Wealth Strategies, LLC
- $274 Million
- Q2 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 $14.6 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
243,931
Previous 243,931
-0.0%
Holding current value
$14.6 Million
Previous $15.7 Million
0.88%
% of portfolio
5.79%
Previous 15.74%
Shares
9 transactions
Others Institutions Holding OZ
# of Institutions
47Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC307KShares$18.4 Million0.93% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management251KShares$15.1 Million0.37% of portfolio
-
United Asset Strategies, Inc. Garden City, NY85.8KShares$5.15 Million0.48% of portfolio
-
Fountainhead Am, LLC Warren, NJ62.6KShares$3.75 Million0.63% of portfolio
-
Congress Wealth Management LLC Boston, MA43.9KShares$2.64 Million0.03% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $205M
- 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...