Opal Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Opal Wealth Advisors, LLC
- $293 Million
- Q1 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 70,341 shares of FLTR stock, worth $1.79 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
70,341
Previous 56,007
25.59%
Holding current value
$1.79 Million
Previous $1.41 Million
27.41%
% of portfolio
0.61%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.3 Million9.4% of portfolio