Kingswood Wealth Advisors, LLC Belpointe Prep, LLC Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,382 shares of OZ stock, worth $702,269. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,382Holding current value
$702,269% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding OZ
# of Institutions
45Shares Held
1.36MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$18.4 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$15.8 Million0.54% of portfolio
-
Precision Wealth Strategies, LLC236KShares$14.6 Million18.64% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.36 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.39 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 $211M
- 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...