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 | $428,157 | -0.4% | 4,996 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $429,856 | -8.3% | 4,996 | 0.0% | 0.16% | -21.6% |
| Q1 2023 | $468,625 | -6.2% | 4,996 | 0.0% | 0.21% | -12.2% |
| Q4 2022 | $499,600 | +18.4% | 4,996 | 0.0% | 0.24% | +25.4% |
| Q3 2022 | $422,000 | -13.5% | 4,996 | 0.0% | 0.19% | -5.5% |
| Q2 2022 | $488,000 | -2.2% | 4,996 | 0.0% | 0.20% | +19.8% |
| Q1 2022 | $499,000 | -0.2% | 4,996 | 0.0% | 0.17% | +13.6% |
| Q4 2021 | $500,000 | – | 4,996 | – | 0.15% | – |
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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% |