Congress Wealth Management LLC Belpointe Prep, LLC Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
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 $2.67 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
43,940
Previous 43,940
-0.0%
Holding current value
$2.67 Million
Previous $2.83 Million
0.88%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding OZ
# of Institutions
51Shares Held
1.46MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC306KShares$18.6 Million0.84% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management249KShares$15.1 Million0.32% of portfolio
-
Precision Wealth Strategies, LLC247KShares$15 Million5.92% of portfolio
-
United Asset Strategies, Inc. Garden City, NY85.4KShares$5.19 Million0.44% of portfolio
-
Fountainhead Am, LLC Warren, NJ62.4KShares$3.79 Million0.56% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $207M
- 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...