Wealth Enhancement Advisory Services
OZ icon

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
-3,319
Closed -$257K – 3110
2024
Q4 		$257K Buy
+3,319
New +$235K ﹤0.01% 2509
2024
Q1 		– Sell
-2,601
Closed -$201K – 2551
2023
Q4 		$201K Hold
2,601
– – ﹤0.01% 2087
2023
Q3 		$223K Buy
+2,601
New +$225K ﹤0.01% 1939

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UAS
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FA
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CWM
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BIG
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WA
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RSWM
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