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Home > Insider Trading > Belpointe Prep Llc

Belpointe Prep Llc (OZ)

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Institutional Investors' Holdings
Filing Period:
No. Name Shares Value % Port
1.
Precision Wealth Strategies, Llc
 243,931 $15,733,550 12.03%
2.
Robertson Stephens Wealth Management, Llc
 21,424 $1,381,848 0.05%
3.
Keystone Wealth Services, Llc
 15,558 $1,003,491 0.27%
4.
Kingswood Wealth Advisors, Llc
 11,382 $808,236 0.03%
5.
Mason & Associates Inc
 7,600 $490,200 0.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)