BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 33 filers reported holding BELPOINTE PREP LLC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,137,410 | -0.4% | 13,272 | 0.0% | 0.43% | +1.2% |
Q2 2023 | $1,141,923 | -8.3% | 13,272 | 0.0% | 0.43% | -16.1% |
Q1 2023 | $1,244,914 | -6.2% | 13,272 | 0.0% | 0.51% | -12.1% |
Q4 2022 | $1,327,200 | +18.4% | 13,272 | 0.0% | 0.58% | +9.5% |
Q3 2022 | $1,121,000 | -13.6% | 13,272 | 0.0% | 0.53% | -8.8% |
Q2 2022 | $1,297,000 | -2.2% | 13,272 | 0.0% | 0.58% | +10.3% |
Q1 2022 | $1,326,000 | -0.2% | 13,272 | 0.0% | 0.53% | -2.4% |
Q4 2021 | $1,328,000 | – | 13,272 | – | 0.54% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Precision Wealth Strategies, LLC | 241,741 | $20,799,396 | 34.05% |
Belpointe Asset Management LLC | 243,053 | $20,912,281 | 2.21% |
United Asset Strategies, Inc. | 95,253 | $8,195,568 | 1.02% |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 273,562 | $23,537,275 | 0.95% |
Ratio Wealth Group | 36,790 | $3,165,412 | 0.78% |
Fountainhead AM, LLC | 23,686 | $2,037,943 | 0.72% |
Authentikos Wealth Advisory, LLC | 5,461 | $469,864 | 0.44% |
B.O.S.S. Retirement Advisors, LLC | 24,115 | $2,074,854 | 0.44% |
Keystone Wealth Services, LLC | 13,272 | $1,141,923 | 0.43% |
Atomi Financial Group, Inc. | 10,750 | $924,930 | 0.42% |