Precision Wealth Strategies, LLC Belpointe Prep, LLC Transaction History
Precision Wealth Strategies, LLC
- $97.2 Million
- Q4 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 235,796 shares of OZ stock, worth $15.4 Million. This represents 18.72% of its overall portfolio holdings.
Number of Shares
235,796
Previous 236,491
0.29%
Holding current value
$15.4 Million
Previous $16.3 Million
11.52%
% of portfolio
18.72%
Previous 18.64%
Shares
8 transactions
Others Institutions Holding OZ
# of Institutions
53Shares Held
1.44MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC298KShares$19.4 Million1.52% of portfolio
-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management256KShares$16.7 Million0.54% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86.9KShares$5.66 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ55KShares$3.58 Million0.01% of portfolio
-
Fountainhead Am, LLC Warren, NJ51.8KShares$3.37 Million0.77% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $222M
- 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...