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Belpointe Prep shares owned by Coppell Advisory Solutions

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

Historical chart of Coppell Advisory Solutions investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Coppell Advisory Solutions 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

Quarter filed Position value Share count Share price at filing
2023-12-31 $279k 3.6k 77.25
2023-09-30 $364k 3.6k 100.00
2023-06-30 $314k 3.6k 87.00
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

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
Wealth Alliance
Fountainhead AM
B.O.S.S. Retirement Advisors
Mariner Wealth Advisors
Rockefeller Capital Management
Keystone Wealth Services
Kestra Advisory Services
Mason & Associates
Atomi Financial Group
Citadel Advisors

View all funds holding Belpointe Prep