Belpointe PREP LLC Unit (OZ)

Currency in USD
65.75
-0.25(-0.38%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
517.000.01%33.99K
Other Institutional Investors
1.34M35.31%87.96M
Public Companies & Retail Investors
2.45M64.68%161.14M
Total
3.79M100.00%249.13M

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Belpointe Asset Management LLC8.11%NaNNaN
Empirical Financial Services, LLC6.63%NaNNaN
Precision Wealth Strategies, LLC6.44%NaNNaN
United Asset Strategies Inc.2.27%NaNNaN
Fountainhead AM, LLC1.57%NaNNaN
CW Advisors, LLC1.16%NaNNaN
Brookwood Investment Group, LLC1.01%NaNNaN
Wealth Alliance, LLC0.75%NaNNaN
Mariner, LLC0.64%NaNNaN
Robertson Stephens Wealth Management, LLC0.57%NaNNaN

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Victory Portfolios III - Victory Extended Market Index Fund0.01%413.0027.00
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF0.00%86.006.00
Nationwide Mutual Funds - Nationwide Multi-Cap Portfolio0.00%18.001.00
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