Ae Wealth Management LLC Belpointe Prep, LLC Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,280 shares of OZ stock, worth $203,720. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,280
Previous 3,280
-0.0%
Holding current value
$203,720
Previous $226,000
11.95%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding OZ
# of Institutions
53Shares Held
1.44MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$18.5 Million1.52% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$15.9 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC244KShares$15.2 Million15.74% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.4 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.42 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 $212M
- 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...