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Belpointe Prep shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management investment in Belpointe Prep

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

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Quarterly reported holdings in Belpointe Prep by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 5.2k 60.89
2023-12-31 $404k 5.2k 77.25
2023-09-30 $448k 5.2k 85.70

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

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