Belpointe Asset Management LLC Belpointe Prep, LLC Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Belpointe Asset Management LLC holds 298,385 shares of OZ stock, worth $22.9 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
298,385
Previous 285,133
4.65%
Holding current value
$22.9 Million
Previous $16.5 Million
24.74%
% of portfolio
1.38%
Previous 1.29%
Shares
12 transactions
Others Institutions Holding OZ
# of Institutions
44Shares Held
1.38MCall Options Held
0Put Options Held
0-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$20.1 Million0.51% of portfolio
-
Precision Wealth Strategies, LLC236KShares$18.1 Million18.64% of portfolio
-
United Asset Strategies, Inc. Garden City, NY88.5KShares$6.79 Million0.57% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$4.22 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ46.2KShares$3.55 Million0.71% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $262M
- 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...