Opal Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Opal Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$78.66 - $83.59 $16,439 - $17,470	209 New	209 $16,000
Q4 2023 Jan 19, 2024	BUY	$64.84 - $78.27 $626,354 - $756,088	9,660 New	9,660 $750,000
Q4 2022 Feb 03, 2023	BUY	$62.09 - $71.89 $472,070 - $546,579	7,603 Added 224.74%	10,986 $741,000
Q3 2022 Oct 17, 2022	SELL	$62.15 - $74.82 $26,538 - $31,948	-427 Reduced 11.21%	3,383 $210,000
Q2 2022 Aug 10, 2022	BUY	$62.75 - $78.76 $239,077 - $300,075	3,810 New	3,810 $246,000

1,410

341M

130K

26.6K

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

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