BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 39 filers reported holding BELPOINTE PREP LLC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | 241,741 | $20,717,204 | 22.47% |
Belpointe Asset Management LLC | 194,733 | $16,688,618 | 1.73% |
United Asset Strategies, Inc. | 96,616 | $8,279,991 | 1.07% |
Ratio Wealth Group | 36,790 | $3,152,903 | 0.79% |
Fountainhead AM, LLC | 23,686 | $2,029,890 | 0.71% |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 146,205 | $12,529,769 | 0.49% |
B.O.S.S. Retirement Advisors, LLC | 24,115 | $2,066,656 | 0.44% |
Keystone Wealth Services, LLC | 13,272 | $1,137,410 | 0.43% |
Wealth Alliance | 28,474 | $2,440,222 | 0.38% |
Mason & Associates Inc | 13,663 | $1,170,919 | 0.38% |