Belpointe PREP, LLC
OZ
Cena:
$ 48.26
+0.01 (0.02%)
Valuace
100
Růst
30
Zdraví
75
Akcionáři
Akcionáři společnosti
Insider trading
Akcionáři společnosti
| Držitel | Počet akcií | Podíl společnosti | Změna % | Váha pozice v portfoliu | Prvně nakoupeno |
|---|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 246.63 tis | 6.50% | -0.06% | 0.23% | 2021-12-31 |
| PRECISION WEALTH STRATEGIES, LLC | 240.69 tis | 6.35% | -0.95% | 4.25% | 2021-12-31 |
| BELPOINTE ASSET MANAGEMENT LLC | 226.46 tis | 5.97% | -0.08% | 0.44% | 2021-12-31 |
| ADVISOR GROUP HOLDINGS, INC. | 94.08 tis | 2.48% | 0.00% | 0.01% | 2022-12-31 |
| UNITED ASSET STRATEGIES, INC. | 89.35 tis | 2.36% | -0.07% | 0.38% | 2021-12-31 |
| LIDO ADVISORS, LLC | 63.82 tis | 1.68% | 0.00% | 0.01% | 2025-12-31 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 43.94 tis | 1.19% | -0.01% | 0.03% | 2024-09-30 |
| RATIO WEALTH GROUP | 36.79 tis | 1.02% | -0.20% | 0.42% | 2023-06-30 |
| BROOKWOOD INVESTMENT GROUP LLC | 37.87 tis | 1.00% | 0.02% | 0.25% | 2025-03-31 |
| MASON & ASSOCIATES INC | 25.34 tis | 0.67% | -0.06% | 0.25% | 2022-03-31 |
| WEALTH ALLIANCE | 22.98 tis | 0.61% | -0.06% | 0.12% | 2021-12-31 |
| SHEETS SMITH WEALTH MANAGEMENT | 21.78 tis | 0.57% | 0.13% | 0.13% | 2026-03-31 |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 21.20 tis | 0.56% | 0.00% | 0.03% | 2024-09-30 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 18.36 tis | 0.48% | 0.00% | 0.00% | 2022-09-30 |
| CETERA INVESTMENT ADVISERS | 18.33 tis | 0.48% | 0.00% | 0.00% | 2024-03-31 |
| MARINER, LLC | 17.49 tis | 0.46% | 0.00% | 0.00% | 2021-12-31 |
| LPL FINANCIAL LLC | 16.45 tis | 0.43% | 0.00% | 0.00% | 2024-06-30 |
| NAVIS WEALTH ADVISORS, LLC | 16.23 tis | 0.43% | 0.44% | 0.44% | 2026-03-31 |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 15.89 tis | 0.42% | -0.01% | 0.02% | 2024-12-31 |
| KEYSTONE WEALTH SERVICES, LLC | 15.56 tis | 0.41% | -0.04% | 0.18% | 2021-12-31 |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 15.10 tis | 0.40% | -0.06% | 0.24% | 2024-12-31 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 13.08 tis | 0.34% | 0.00% | 0.00% | 2024-12-31 |
| KESTRA ADVISORY SERVICES, LLC | 10.54 tis | 0.28% | 0.00% | 0.00% | 2021-12-31 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8.01 tis | 0.21% | 0.00% | 0.01% | 2023-12-31 |
| MUTUAL ADVISORS, LLC | 7.50 tis | 0.20% | 0.00% | 0.01% | 2025-06-30 |
| COPPELL ADVISORY SOLUTIONS LLC | 6.15 tis | 0.17% | 0.02% | 0.04% | 2024-06-30 |
| BROWN ADVISORY INC | 5.61 tis | 0.15% | 0.00% | 0.00% | 2024-12-31 |
| CETERA ADVISORS LLC | 5.23 tis | 0.14% | 0.00% | 0.00% | 2022-12-31 |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.34 tis | 0.14% | 0.00% | 0.01% | 2024-12-31 |
| NEWEDGE WEALTH, LLC | 5.28 tis | 0.14% | 0.00% | 0.00% | 2026-03-31 |
| OUTLOOK WEALTH ADVISORS, LLC | 5.00 tis | 0.13% | -0.01% | 0.06% | 2021-12-31 |
| SMART WEALTH LLC | 4.94 tis | 0.13% | -0.02% | 0.08% | 2022-12-31 |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 4.87 tis | 0.13% | 0.00% | 0.01% | 2024-09-30 |
| ACCURATE WEALTH MANAGEMENT, LLC | 4.56 tis | 0.12% | 0.03% | 0.03% | 2026-03-31 |
| TEXAS YALE CAPITAL CORP. | 4.20 tis | 0.11% | 0.00% | 0.01% | 2021-12-31 |
| FULTON BANK, N.A. | 4.06 tis | 0.11% | 0.00% | 0.01% | 2022-06-30 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.94 tis | 0.10% | 0.00% | 0.00% | 2024-09-30 |
| XTX TOPCO LTD | 3.86 tis | 0.10% | 0.00% | 0.00% | 2026-03-31 |
| COPPELL ADVISORY SOLUTIONS CORP. | 3.61 tis | 0.10% | 0.04% | 0.04% | 2024-03-31 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.58 tis | 0.10% | 0.00% | 0.00% | 2021-12-31 |
| LOKKEN INVESTMENT GROUP LLC | 3.57 tis | 0.10% | -0.01% | 0.08% | 2021-12-31 |
| ABOUND WEALTH MANAGEMENT | 3.65 tis | 0.10% | -0.01% | 0.04% | 2025-03-31 |
| UBS GROUP AG | 3.42 tis | 0.09% | 0.00% | 0.00% | 2022-03-31 |
| AE WEALTH MANAGEMENT LLC | 3.28 tis | 0.09% | 0.00% | 0.00% | 2025-09-30 |
| MORGAN STANLEY | 3.21 tis | 0.08% | 0.00% | 0.00% | 2022-09-30 |
| 1.27 tis | 0.03% | 0.04% | 0.04% | 2026-03-31 | |
| REAP FINANCIAL GROUP, LLC | 0.97 tis | 0.03% | -0.05% | 0.01% | 2023-12-31 |
| CAMBRIDGE TRUST CO | 0.59 tis | 0.02% | 0.00% | 0.00% | 2022-03-31 |
| EASTERN BANK | 0.59 tis | 0.02% | 0.00% | 0.00% | 2024-09-30 |
| FOUNTAINHEAD AM, LLC | 0.37 tis | 0.01% | -0.02% | 0.02% | 2021-12-31 |
| JONES FINANCIAL COMPANIES LLLP | 0.01 tis | 0.00% | 0.00% | 0.00% | 2026-03-31 |
| STONEX GROUP INC. | 0.00 tis | 0.00% | -0.04% | 0.00% | 2024-12-31 |
| RAYMOND JAMES FINANCIAL INC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-12-31 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-12-31 |
| RMR WEALTH BUILDERS | 0.00 tis | 0.00% | -0.03% | 0.00% | 2024-03-31 |
| BISON WEALTH, LLC | 0.00 tis | 0.00% | -0.02% | 0.00% | 2024-12-31 |
| ATOMI FINANCIAL GROUP, INC. | 0.00 tis | 0.00% | -0.13% | 0.00% | 2023-03-31 |
| BANK OF NEW YORK MELLON CORP | 0.00 tis | 0.00% | 0.00% | 0.00% | 2021-12-31 |
| ROYAL BANK OF CANADA | 0.00 tis | 0.00% | 0.00% | 0.00% | 2023-12-31 |
| BANK OF AMERICA CORP /DE/ | 0.00 tis | 0.00% | 0.00% | 0.00% | 2022-12-31 |
| AUTHENTIKOS WEALTH ADVISORY, LLC | 0.00 tis | 0.00% | -0.03% | 0.00% | 2023-03-31 |
| SYNERGY ASSET MANAGEMENT, LLC | 0.00 tis | 0.00% | -0.03% | 0.00% | 2023-09-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00 tis | 0.00% | 0.00% | 0.00% | 2025-12-31 |
| RIDGEWOOD INVESTMENTS LLC | 0.00 tis | 0.00% | -0.04% | 0.00% | 2024-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2025-12-31 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2023-12-31 |
| LAIDLAW WEALTH MANAGEMENT LLC | 0.00 tis | 0.00% | -0.54% | 0.00% | 2024-09-30 |
| LAZARD ASSET MANAGEMENT LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2022-12-31 |
| LINCOLN NATIONAL CORP | 0.00 tis | 0.00% | -0.05% | 0.00% | 2021-12-31 |
| LLOYD ADVISORY SERVICES, LLC. | 0.00 tis | 0.00% | -0.12% | 0.00% | 2023-12-31 |
| HILLTOP HOLDINGS INC. | 0.00 tis | 0.00% | -0.10% | 0.00% | 2024-12-31 |
| INTEGRATED ADVISORS NETWORK LLC | 0.00 tis | 0.00% | -0.01% | 0.00% | 2021-12-31 |
| FORTITUDE ADVISORY GROUP L.L.C. | 0.00 tis | 0.00% | -0.21% | 0.00% | 2023-12-31 |
| MERIT FINANCIAL GROUP, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-09-30 |
| DHJJ FINANCIAL ADVISORS, LTD. | 0.00 tis | 0.00% | 0.00% | 0.00% | 2023-09-30 |
| CWM, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2021-12-31 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2023-12-31 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00 tis | 0.00% | 0.00% | 0.00% | 2025-12-31 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2025-09-30 |
| CITADEL ADVISORS LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2025-09-30 |
| JANICZEK WEALTH MANAGEMENT, LLC | 0.00 tis | 0.00% | -0.01% | 0.00% | 2022-06-30 |
Insider trading
| Jméno | Pozice | Typ transakce | Počet převedených akcií | Průměrná cena akcie | Datum | Počet držených akcií |
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