Wealth Alliance Belpointe Prep, LLC Transaction History
Wealth Alliance
- $799 Million
- Q1 2025
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 $1.87 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
28,474
Previous 28,474
-0.0%
Holding current value
$1.87 Million
Previous $2.2 Million
16.47%
% of portfolio
0.23%
Previous 0.27%
Shares
3 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$16.5 Million0.42% of portfolio
-
Precision Wealth Strategies, LLC244KShares$16 Million15.74% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86KShares$5.65 Million0.52% of portfolio
-
Fountainhead Am, LLC Warren, NJ59.6KShares$3.92 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 $224M
- 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...