Opal Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History

Opal Wealth Advisors, LLC

$325 Million
Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 58,935 shares of FLTR stock, worth $1.51 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

58,935

Previous 65,800 10.43%

Holding current value

$1.51 Million

Previous $1.68 Million 10.51%

% of portfolio

0.46%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$25.35 - $25.53 $174,027 - $175,263	-6,865 Reduced 10.43%	58,935 $1.5 Million
Q3 2024 Oct 15, 2024	SELL	$25.19 - $25.5 $41,840 - $42,355	-1,661 Reduced 2.46%	65,800 $1.68 Million
Q2 2024 Jul 12, 2024	SELL	$25.36 - $25.52 $73,036 - $73,497	-2,880 Reduced 4.09%	67,461 $1.72 Million
Q1 2024 Apr 11, 2024	BUY	$25.16 - $25.51 $360,643 - $365,660	14,334 Added 25.59%	70,341 $1.79 Million
Q4 2023 Jan 19, 2024	BUY	$25.1 - $25.26 $120,731 - $121,500	4,810 Added 9.4%	56,007 $1.41 Million
Q3 2023 Oct 18, 2023	BUY	$25.12 - $25.31 $793,540 - $799,542	31,590 Added 161.12%	51,197 $1.29 Million
Q4 2022 Feb 03, 2023	BUY	$24.7 - $24.95 $484,292 - $489,194	19,607 New	19,607 $487,000

Others Institutions Holding FLTR

# of Institutions

225

Shares Held

58.4M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR INVESTMENT GRADE

Ticker FLTR
Sector ETFs
Industry ETFs

More about FLTR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.

Account

Opal Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History