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Belpointe Prep shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Belpointe Prep

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All positions including Belpointe Prep held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $101k 1.3k 77.25
2023-09-30 $171k 2.0k 85.70
2023-06-30 $59k 683 86.04
2023-03-31 $64k 683 93.80
2022-12-31 $68k 683 99.56

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View all positions for Advisor Group Holdings

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
AE Wealth Management
Lincoln National
Fountainhead AM
Wealth Alliance
Mariner Wealth Advisors
Rockefeller Capital Management
Keystone Wealth Services
Kestra Advisory Services
Mason & Associates
Atomi Financial Group
Citadel Advisors
Synergy Financial Management

View all funds holding Belpointe Prep