Wealth Alliance Belpointe Prep, LLC Transaction History
Wealth Alliance
- $818 Million
- Q3 2024
A detailed history of Wealth Alliance transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Wealth Alliance holds 28,474 shares of OZ stock, worth $2.25 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
28,474
Previous 28,474
-0.0%
Holding current value
$2.25 Million
Previous $1.65 Million
19.24%
% of portfolio
0.24%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding OZ
# of Institutions
44Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$23.6 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$20.7 Million0.51% of portfolio
-
Precision Wealth Strategies, LLC236KShares$18.7 Million18.64% of portfolio
-
United Asset Strategies, Inc. Garden City, NY88.5KShares$6.99 Million0.57% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$4.35 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 $270M
- 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...