Opal Wealth Advisors, LLC Ishares Short Term National Mu Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 5,767 shares of SUB stock, worth $608,360. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,767
Previous 2,350
145.4%
Holding current value
$608,360
Previous $249,000
144.18%
% of portfolio
0.19%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
903Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$822 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$659 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio