Opal Wealth Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$20.02 - $20.13 $172,712 - $173,661	8,627 New	8,627 $173,000

Others Institutions Holding FUMB

# of Institutions

82

Shares Held

7.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.11M
Shares

$22.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

870K
Shares

$17.5 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

627K
Shares

$12.6 Million
0.09% of portfolio
Rockefeller Capital Management L.P. New York, NY

513K
Shares

$10.3 Million
0.03% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

273K
Shares

$5.49 Million
3.26% of portfolio

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

More about FUMB

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