Precision Wealth Strategies, LLC Belpointe Prep, LLC Transaction History
Precision Wealth Strategies, LLC
- $87.6 Million
- Q3 2024
A detailed history of Precision Wealth Strategies, LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 236,491 shares of OZ stock, worth $18.1 Million. This represents 18.64% of its overall portfolio holdings.
Number of Shares
236,491
Previous 238,235
0.73%
Holding current value
$18.1 Million
Previous $13.8 Million
18.34%
% of portfolio
18.64%
Previous 17.99%
Shares
7 transactions
Others Institutions Holding OZ
# of Institutions
44Shares Held
1.38MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$22.9 Million1.38% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management262KShares$20.1 Million0.51% 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...