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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
2024-06-30 $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
Fountainhead AM
Atomi Financial Group
Wealth Alliance
Mariner Wealth Advisors
Lloyd Advisory Services
LPL Financial
Rockefeller Capital Management
Kestra Advisory Services
Keystone Wealth Services
Susquehanna International
Mason & Associates

View all funds holding Belpointe Prep