BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 33 filers reported holding BELPOINTE PREP LLC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,125,945 | -10.7% | 88,531 | -6.1% | 0.51% | -11.7% |
| Q1 2024 | $5,738,883 | -24.0% | 94,250 | -3.5% | 0.57% | -32.4% |
| Q4 2023 | $7,548,638 | -8.8% | 97,717 | +1.1% | 0.85% | -20.7% |
| Q3 2023 | $8,279,991 | +1.0% | 96,616 | +1.4% | 1.07% | +4.7% |
| Q2 2023 | $8,195,568 | -8.3% | 95,253 | 0.0% | 1.02% | -13.3% |
| Q1 2023 | $8,934,731 | -7.2% | 95,253 | -1.0% | 1.18% | -12.1% |
| Q4 2022 | $9,625,100 | +14.8% | 96,251 | -3.1% | 1.34% | +4.2% |
| Q3 2022 | $8,385,000 | -15.7% | 99,294 | -2.4% | 1.29% | -11.1% |
| Q2 2022 | $9,941,000 | +5.7% | 101,727 | +8.3% | 1.45% | +29.4% |
| Q4 2021 | $9,403,000 | – | 93,969 | – | 1.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Precision Wealth Strategies, LLC | 260,110 | $24,726,000 | 19.45% |
| United Asset Strategies, Inc. | 101,727 | $9,941,000 | 1.45% |
| Lloyd Advisory Services, LLC. | 17,158 | $1,677,000 | 1.31% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 236,423 | $23,103,000 | 1.21% |
| Ratio Wealth Group | 22,584 | $2,206,908 | 0.72% |
| Belpointe Asset Management LLC | 106,309 | $10,389,000 | 0.70% |
| Fountainhead AM, LLC | 12,676 | $1,239,000 | 0.67% |
| Keystone Wealth Services, LLC | 13,272 | $1,297,000 | 0.58% |
| Wealth Alliance | 28,474 | $2,782,000 | 0.53% |
| Accurate Wealth Management, LLC | 7,794 | $749,000 | 0.41% |