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Belpointe Prep shares owned by Coppell Advisory Solutions Corp.

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Coppell Advisory Solutions Corp. from 13F filings

Historical chart of Coppell Advisory Solutions Corp. investment in Belpointe Prep

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All positions including Belpointe Prep held by Coppell Advisory Solutions Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Coppell Advisory Solutions Corp.

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 3.6k 60.89
2023-03-31 $337k 3.6k 93.35
2022-12-31 $364k 3.6k 100.00

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View all positions for Coppell Advisory Solutions Corp.

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
Belpointe Asset Management
United Asset Strategies
Lido Advisors
Advisor Group Holdings
Brookwood Investment Group
Wealth Alliance
Mason & Associates
Robertson Stephens Wealth Management
Rockefeller Capital Management
Cetera Investment Advisers
Mariner Wealth Advisors
LPL Financial
U.S. Capital Wealth Advisors

View all funds holding Belpointe Prep