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Belpointe Prep shares owned by LPL Financial

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Belpointe Prep

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All positions including Belpointe Prep held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 17k 69.02
2024-06-30 $979k 17k 57.90
2023-06-30 $1.3M 15k 86.04

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View all positions for LPL Financial

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