Opal Wealth Advisors, LLC Ishares Barclays Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 14,941 shares of IEF stock, worth $1.4 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
14,941
Previous 2,661
461.48%
Holding current value
$1.4 Million
Previous $249,000
488.76%
% of portfolio
0.47%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,050Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.89 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.59 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.32 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.23 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.19 Billion0.41% of portfolio