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Belpointe Prep shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 3.8k 60.89

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
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Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

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
Fountainhead AM
Wealth Alliance
Mariner Wealth Advisors
Rockefeller Capital Management
Keystone Wealth Services
Kestra Advisory Services
Mason & Associates
Atomi Financial Group
Citadel Advisors
Synergy Financial Management

View all funds holding Belpointe Prep