United Asset Strategies, Inc. Belpointe Prep, LLC Transaction History
United Asset Strategies, Inc.
- $1.07 Billion
- Q1 2025
A detailed history of United Asset Strategies, Inc. transactions in Belpointe Prep, LLC stock. As of the latest transaction made, United Asset Strategies, Inc. holds 85,973 shares of OZ stock, worth $5.68 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
85,973
Previous 86,933
1.1%
Holding current value
$5.68 Million
Previous $6.71 Million
17.37%
% of portfolio
0.52%
Previous 0.62%
Shares
12 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC306KShares$20.2 Million1.17% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management252KShares$16.6 Million0.42% of portfolio
-
Precision Wealth Strategies, LLC244KShares$16.1 Million15.74% of portfolio
-
Fountainhead Am, LLC Warren, NJ59.6KShares$3.93 Million0.66% of portfolio
-
Congress Wealth Management LLC Boston, MA43.9KShares$2.9 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 $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...