Precision Wealth Strategies, LLC Belpointe Prep, LLC Transaction History
Precision Wealth Strategies, LLC
- $267 Million
- Q3 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 246,962 shares of OZ stock, worth $15 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
246,962
Previous 243,931
1.24%
Holding current value
$15 Million
Previous $15.9 Million
0.42%
% of portfolio
5.92%
Previous 5.79%
Shares
10 transactions
Others Institutions Holding OZ
# of Institutions
51Shares Held
1.46MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC306KShares$18.6 Million0.84% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management249KShares$15.1 Million0.32% of portfolio
-
United Asset Strategies, Inc. Garden City, NY85.4KShares$5.19 Million0.44% of portfolio
-
Fountainhead Am, LLC Warren, NJ62.4KShares$3.79 Million0.56% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ56.3KShares$3.42 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 $207M
- 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...