Belpointe Prep shares owned by AE Wealth Management
Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Belpointe Prep
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Quarterly reported holdings in Belpointe Prep by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 69k | 65.00 |
| 2023-09-30 | $7.1M | 83k | 85.70 |
| 2023-06-30 | $7.8M | 90k | 86.04 |
| 2023-03-31 | $9.8M | 105k | 93.80 |
| 2022-12-31 | $13M | 128k | 100.00 |
| 2022-09-30 | $11M | 127k | 84.45 |
| 2022-06-30 | $11M | 117k | 97.72 |
| 2021-12-31 | $11M | 105k | 100.07 |