CWM, LLC - BELPOINTE PREP LLC ownership

BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 27 filers reported holding BELPOINTE PREP LLC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CWM, LLC ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q3 2023$643
-0.3%
7,5000.0%0.00%0.0%
Q2 2023$645
-8.4%
7,5000.0%0.00%
-20.0%
Q1 2023$704
-6.1%
7,5000.0%0.01%
-16.7%
Q4 2022$750
-99.9%
7,5000.0%0.01%
+20.0%
Q3 2022$633,000
-13.6%
7,5000.0%0.01%
-16.7%
Q2 2022$733,000
-2.4%
7,5000.0%0.01%
+20.0%
Q4 2021$751,0007,5000.01%
Other shareholders
BELPOINTE PREP LLC shareholders Q1 2022
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 260,110$24,726,00019.45%
United Asset Strategies, Inc. 101,727$9,941,0001.45%
Lloyd Advisory Services, LLC. 17,158$1,677,0001.31%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 236,423$23,103,0001.21%
Ratio Wealth Group 22,584$2,206,9080.72%
Belpointe Asset Management LLC 106,309$10,389,0000.70%
Fountainhead AM, LLC 12,676$1,239,0000.67%
Keystone Wealth Services, LLC 13,272$1,297,0000.58%
Wealth Alliance 28,474$2,782,0000.53%
Accurate Wealth Management, LLC 7,794$749,0000.41%
View complete list of BELPOINTE PREP LLC shareholders