Kingswood Wealth Advisors, LLC Belpointe Prep, LLC Put Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding OZ
# of Institutions
45Shares Held
1.37MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$19.3 Million1.38% of portfolio
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$16.6 Million0.54% of portfolio
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Precision Wealth Strategies, LLC236KShares$15.3 Million18.72% of portfolio
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United Asset Strategies, Inc. Garden City, NY86.9KShares$5.62 Million0.62% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.56 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 $221M
- 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...