Opal Wealth Advisors, LLC Blackrock Short Maturity Munic Call Options Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MEAR
# of Institutions
160Shares Held
12.8MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$81.1 Million8.72% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$69.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.15MShares$57.7 Million0.0% of portfolio
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Resonant Capital Advisors, LLC1.05MShares$52.8 Million3.89% of portfolio
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Integrated Wealth Concepts LLC695KShares$34.8 Million0.45% of portfolio