Robertson Stephens Wealth Management, LLC Belpointe Prep, LLC Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 21,424 shares of OZ stock, worth $1.44 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,424
Previous 21,424
-0.0%
Holding current value
$1.44 Million
Previous $1.65 Million
16.45%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC306KShares$20.5 Million1.17% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management252KShares$16.9 Million0.42% of portfolio
-
Precision Wealth Strategies, LLC244KShares$16.3 Million15.74% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86KShares$5.76 Million0.52% of portfolio
-
Fountainhead Am, LLC Warren, NJ59.6KShares$3.99 Million0.66% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $229M
- 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...