OZ - Belpointe PREP, LLC Stock Price, Fair Value and News
60.00USD+0.98 (+1.66%)Market Closed
Which funds bought or sold OZ recently?
Which funds are the top buyers of OZ?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Belpointe Asset Management LLC | 282,334 | 17,191,300 | 1.29% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 270,928 | 16,496,800 | 0.50% |
| Precision Wealth Strategies, LLC | 241,329 | 14,694,500 | 13.89% |
| United Asset Strategies, Inc. | 94,250 | 5,738,880 | 0.57% |
| LINCOLN NATIONAL CORP | 55,000 | 3,348,950 | 0.05% |
| Fountainhead AM, LLC | 40,746 | 2,481,020 | 0.61% |
| Ratio Wealth Group | 36,790 | 2,240,140 | 0.42% |
| Wealth Alliance | 28,474 | 1,733,780 | 0.23% |
| Mariner, LLC | 25,985 | 1,582,230 | - |
| Atomi Financial Group, Inc. | 18,583 | 1,131,520 | 0.10% |
Which funds have put a big percent of portfolio in OZ?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Precision Wealth Strategies, LLC | 14,694,500 | 13.89% |
| Belpointe Asset Management LLC | 17,191,300 | 1.29% |
| Fountainhead AM, LLC | 2,481,020 | 0.61% |
| United Asset Strategies, Inc. | 5,738,880 | 0.57% |
| Claraphi Advisory Network, LLC | 1,321,740 | 0.53% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,496,800 | 0.50% |
| Ratio Wealth Group | 2,240,140 | 0.42% |
| Keystone Wealth Services, LLC | 947,327 | 0.31% |
| Wealth Alliance | 1,733,780 | 0.23% |
| Mason & Associates Inc | 590,633 | 0.16% |
Trend of No. of funds that hold OZ
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| RMR Wealth Builders | 232,782 |
| Coppell Advisory Solutions Corp. | 219,752 |
Additions
| Fund Name | % Increased |
|---|---|
| Claraphi Advisory Network, LLC | 100 |
| Atomi Financial Group, Inc. | 93.07 |
| Fountainhead AM, LLC | 45.94 |
| Belpointe Asset Management LLC | 43.00 |
| Kestra Advisory Services, LLC | 15.43 |
| Foundations Investment Advisors, LLC | 11.61 |
| Mariner, LLC | 8.79 |
| Lokken Investment Group LLC | 5.15 |
Reductions
| Fund Name | % Reduced |
|---|---|
| AE Wealth Management LLC | -92.45 |
| CWM, LLC | -66.4 |
| BANK OF AMERICA CORP /DE/ | -59.61 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -59.31 |
| Royal Bank of Canada | -56.31 |
| Creekmur Asset Management LLC | -45.28 |
| MORGAN STANLEY | -23.56 |
| Rockefeller Capital Management L.P. | -8.58 |
Sold off
| Fund Name | $ Sold |
|---|---|
| B.O.S.S. Retirement Advisors, LLC | -1,862,880 |
| Lloyd Advisory Services, LLC. | -1,325,470 |
| CITADEL ADVISORS LLC | -587,950 |
| Fortitude Advisory Group L.L.C. | -352,801 |
| Merit Financial Group, LLC | -243,338 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -200,927 |