Opal Wealth Advisors, LLC Pimco Enhanced Low Duration Ac Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding LDUR
# of Institutions
166Shares Held
6.64MCall Options Held
0Put Options Held
0-
Cwm, LLC949KShares$90.4 Million0.37% of portfolio
-
Advocacy Wealth Management Services, LLC811KShares$77.3 Million6.66% of portfolio
-
Td Capital Management LLC Memphis, TN418KShares$39.9 Million4.09% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$34.6 Million0.0% of portfolio
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Morgan Stanley New York, NY336KShares$32 Million0.0% of portfolio