Opal Wealth Advisors, LLC Pimco Enhanced Low Duration Ac Call Options Transaction History
Opal Wealth Advisors, LLC
- $308 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LDUR
# of Institutions
162Shares Held
6.72MCall Options Held
0Put Options Held
0-
Cwm, LLC976KShares$93.2 Million0.44% of portfolio
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Advocacy Wealth Management Services, LLC795KShares$75.9 Million6.76% of portfolio
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Td Capital Management LLC Memphis, TN437KShares$41.7 Million4.34% of portfolio
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Bank Of America Corp Charlotte, NC374KShares$35.7 Million0.0% of portfolio
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Morgan Stanley New York, NY366KShares$34.9 Million0.0% of portfolio