United Asset Strategies, Inc. Belpointe Prep, LLC Transaction History
United Asset Strategies, Inc.
- $1.07 Billion
- Q3 2024
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 88,531 shares of OZ stock, worth $6.12 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
88,531
Previous 88,531
-0.0%
Holding current value
$6.12 Million
Previous $5.13 Million
19.22%
% of portfolio
0.57%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding OZ
# of Institutions
43Shares Held
1.37MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$20.6 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$18.1 Million0.51% of portfolio
-
Precision Wealth Strategies, LLC236KShares$16.3 Million18.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.8 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ46.2KShares$3.19 Million0.71% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $236M
- 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...