BELPOINTE PREP LLC's ticker is and the CUSIP is 080694102. A total of 2 filers reported holding BELPOINTE PREP LLC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,170,919 | -0.4% | 13,663 | 0.0% | 0.38% | +8.1% |
| Q2 2023 | $1,175,565 | -8.3% | 13,663 | 0.0% | 0.35% | -11.5% |
| Q1 2023 | $1,281,589 | +67.2% | 13,663 | +78.3% | 0.39% | +60.0% |
| Q4 2022 | $766,300 | +3.1% | 7,663 | -12.9% | 0.24% | -6.8% |
| Q3 2022 | $743,000 | -26.6% | 8,793 | -15.1% | 0.26% | -26.1% |
| Q2 2022 | $1,012,000 | +222.3% | 10,352 | +229.8% | 0.36% | +270.8% |
| Q1 2022 | $314,000 | – | 3,139 | – | 0.10% | – |
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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% |