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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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Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Coppell Advisory Solutions Corp.

Top funds holding Belpointe Prep

Belpointe Asset Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
Advisor Group Holdings
Fountainhead AM
Congress Wealth Management LLC / DE /
Atomi Financial Group
Wealth Alliance
Mariner Wealth Advisors
Robertson Stephens Wealth Management
Lloyd Advisory Services
LPL Financial
Rockefeller Capital Management
Kestra Advisory Services

View all funds holding Belpointe Prep