United Asset Strategies, Inc. Belpointe Prep, LLC Transaction History
United Asset Strategies, Inc.
- $1.01 Billion
- Q2 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 $6.22 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
88,531
Previous 94,250
6.07%
Holding current value
$6.22 Million
Previous $5.74 Million
10.68%
% of portfolio
0.51%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding OZ
# of Institutions
36Shares Held
1.27MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC285KShares$20 Million1.29% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$18.4 Million0.45% of portfolio
-
Precision Wealth Strategies, LLC238KShares$16.7 Million17.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.86 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ41.9KShares$2.94 Million0.6% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $240M
- 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...