Lloyd Advisory Services, LLC. - BELPOINTE PREP LLC ownership

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
Lloyd Advisory Services, LLC. ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q4 2022$1,716
-99.9%
17,1580.0%1.19%
+12.8%
Q3 2022$1,449,000
-13.6%
17,1580.0%1.06%
-19.0%
Q2 2022$1,677,000
-2.2%
17,1580.0%1.31%
+63.5%
Q1 2022$1,714,000
-0.2%
17,1580.0%0.80%
+1.0%
Q4 2021$1,717,00017,1580.79%
Other shareholders
BELPOINTE PREP LLC shareholders Q3 2023
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 241,741$24,174,10025.20%
Belpointe Asset Management LLC 238,095$23,809,5001.44%
United Asset Strategies, Inc. 96,251$9,625,1001.34%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 257,739$25,773,9001.21%
Lloyd Advisory Services, LLC. 17,158$1,7161.19%
Fountainhead AM, LLC 24,436$2,444,0001.10%
Ratio Wealth Group 36,790$3,679,0001.04%
B.O.S.S. Retirement Advisors, LLC 24,115$2,411,5000.62%
Keystone Wealth Services, LLC 13,272$1,327,2000.58%
Claraphi Advisory Network, LLC 13,218$1,321,7400.53%
View complete list of BELPOINTE PREP LLC shareholders