Congress Wealth Management LLC Belpointe Prep, LLC Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Congress Wealth Management LLC holds 43,940 shares of OZ stock, worth $2.81 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
43,940
Previous 43,221
1.66%
Holding current value
$2.81 Million
Previous $2.98 Million
13.71%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$19.1 Million1.52% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$16.4 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC236KShares$15.1 Million18.72% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.56 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.51 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 $218M
- 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...