CAMBRIDGE TRUST CO - BELPOINTE PREP LLC ownership

BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 2 filers reported holding BELPOINTE PREP LLC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAMBRIDGE TRUST CO ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q3 2023$50,820
-1.5%
5930.0%0.00%0.0%
Q2 2023$51,591
-7.2%
5930.0%0.00%
-33.3%
Q1 2023$55,623
+94176.3%
5930.0%0.00%0.0%
Q4 2022$59
-99.9%
5930.0%0.00%
+50.0%
Q3 2022$50,000
-13.8%
5930.0%0.00%
-33.3%
Q2 2022$58,000
-1.7%
5930.0%0.00%
+50.0%
Q1 2022$59,0005930.00%
Other shareholders
BELPOINTE PREP LLC shareholders Q4 2023
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 241,741$20,799,39634.05%
Belpointe Asset Management LLC 243,053$20,912,2812.21%
United Asset Strategies, Inc. 95,253$8,195,5681.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 273,562$23,537,2750.95%
Ratio Wealth Group 36,790$3,165,4120.78%
Fountainhead AM, LLC 23,686$2,037,9430.72%
Authentikos Wealth Advisory, LLC 5,461$469,8640.44%
B.O.S.S. Retirement Advisors, LLC 24,115$2,074,8540.44%
Keystone Wealth Services, LLC 13,272$1,141,9230.43%
Atomi Financial Group, Inc. 10,750$924,9300.42%
View complete list of BELPOINTE PREP LLC shareholders