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Get Institutions for : 
Belpointe Prep, Llc (OZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    0
Total shares held : 
1,249,762  
% of shares held : 
83.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
66,762  
% of shares held change : 
  4.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 27,719
 2.22%
 
Increased Positions :
10
 167,404
 13.39%
 
Unchanged Positions :
18
 231,160
 18.5%
 
Decreased Positions :
6
-20,552
-1.64%
 
Closed Positions :
5
-107,809
-8.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CITADEL ADVISORS LLC 3434 *New 2023-12-31 7,611 $588,000 7,611
   Foundations Investment Advisors LLC 585 *New 2023-12-31 3,893 $247,000 3,893
   RMR Wealth Builders 238 *New 2024-03-31 3,823 $233,000 3,823
   ROYAL BANK OF CANADA 4627 *New 2023-12-31 2,060 $159,000 2,060

  4 Records found
  1    
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