BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 27 filers reported holding BELPOINTE PREP LLC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,103,606 | -8.5% | 82,889 | -8.1% | 0.04% | -10.6% |
| Q2 2023 | $7,759,967 | -21.1% | 90,190 | -13.9% | 0.05% | -25.4% |
| Q1 2023 | $9,831,185 | -23.1% | 104,810 | -18.0% | 0.06% | -31.5% |
| Q4 2022 | $12,780,132 | +19.5% | 127,801 | +0.9% | 0.09% | +8.2% |
| Q3 2022 | $10,695,000 | -6.0% | 126,648 | +8.7% | 0.08% | -6.6% |
| Q2 2022 | $11,381,000 | +8.4% | 116,467 | +11.0% | 0.09% | +24.7% |
| Q4 2021 | $10,498,000 | – | 104,909 | – | 0.07% | – |
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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% |