Precision Wealth Strategies, 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Precision Wealth Strategies, LLC ownership history of BELPOINTE PREP LLC
ValueSharesWeighting
Q3 2023$20,717,204
-0.4%
241,7410.0%22.47%
-34.0%
Q2 2023$20,799,396
-8.3%
241,7410.0%34.05%
-4.3%
Q1 2023$22,675,306
-6.2%
241,7410.0%35.57%
+41.1%
Q4 2022$24,174,100
+4.3%
241,741
-7.3%
25.20%
+23.3%
Q3 2022$23,176,000
-6.3%
260,665
+0.2%
20.44%
+5.1%
Q2 2022$24,726,000
-4.8%
260,1100.0%19.45%
+26.1%
Q1 2022$25,985,000
+232.5%
260,110
+233.1%
15.42%
+173.9%
Q4 2021$7,815,00078,0975.63%
Other shareholders
BELPOINTE PREP LLC shareholders Q4 2021
NameSharesValueWeighting ↓
Precision Wealth Strategies, LLC 241,741$20,799,39634.05%
Belpointe Asset Management LLC 243,053$20,912,2812.21%
United Asset Strategies, Inc. 95,253$8,195,5681.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 273,562$23,537,2750.95%
Ratio Wealth Group 36,790$3,165,4120.78%
Fountainhead AM, LLC 23,686$2,037,9430.72%
Authentikos Wealth Advisory, LLC 5,461$469,8640.44%
B.O.S.S. Retirement Advisors, LLC 24,115$2,074,8540.44%
Keystone Wealth Services, LLC 13,272$1,141,9230.43%
Atomi Financial Group, Inc. 10,750$924,9300.42%
View complete list of BELPOINTE PREP LLC shareholders