Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Belpointe PREP OZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$257K Buy
2024
Q1 		– Sell
2023
Q4 		$201K Hold
2023
Q3 		$223K Buy