Lokken Investment Group LLC - BELPOINTE PREP LLC ownership

BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 27 filers reported holding BELPOINTE PREP LLC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q3 2023$291,294
-0.4%
3,3990.0%0.19%0.0%
Q2 2023$292,450
-8.3%
3,3990.0%0.19%
-21.1%
Q1 2023$318,826
-6.2%
3,3990.0%0.24%
-9.7%
Q4 2022$339,900
+18.4%
3,3990.0%0.27%
+8.5%
Q3 2022$287,000
-13.6%
3,3990.0%0.25%
-8.2%
Q2 2022$332,000
-1.8%
3,3990.0%0.27%
+0.4%
Q1 2022$338,000
-0.6%
3,3990.0%0.27%
+10.7%
Q4 2021$340,0003,3990.24%
Other shareholders
BELPOINTE PREP LLC shareholders Q1 2022
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 241,741$20,717,20422.47%
Belpointe Asset Management LLC 194,733$16,688,6181.73%
United Asset Strategies, Inc. 96,616$8,279,9911.07%
Ratio Wealth Group 36,790$3,152,9030.79%
Fountainhead AM, LLC 23,686$2,029,8900.71%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 146,205$12,529,7690.49%
B.O.S.S. Retirement Advisors, LLC 24,115$2,066,6560.44%
Keystone Wealth Services, LLC 13,272$1,137,4100.43%
Wealth Alliance 28,474$2,440,2220.38%
Mason & Associates Inc 13,663$1,170,9190.38%
View complete list of BELPOINTE PREP LLC shareholders