Outlook Wealth Advisors, LLC Belpointe Prep, LLC Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 4,996 shares of OZ stock, worth $303,457. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,996
Previous 4,996
-0.0%
Holding current value
$303,457
Previous $325,000
1.85%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding OZ
# of Institutions
51Shares Held
1.37MCall Options Held
0Put Options Held
0-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management248KShares$15.1 Million0.28% of portfolio
-
Precision Wealth Strategies, LLC247KShares$15 Million5.92% of portfolio
-
Belpointe Asset Management LLC219KShares$13.3 Million0.46% 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...