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 2,350 shares of SUB stock, worth $247,901. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,350
Previous 2,350 -0.0%
Holding current value
$247,901
Previous $245,000 1.63%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 18, 2023

SELL
$102.82 - $104.26 $48,531 - $49,210
-472 Reduced 16.73%
2,350 $241,000
Q2 2023

Jul 27, 2023

BUY
$103.24 - $105.0 $6,813 - $6,930
66 Added 2.39%
2,822 $293,000
Q1 2023

Apr 19, 2023

SELL
$103.3 - $105.14 $596,350 - $606,973
-5,773 Reduced 67.69%
2,756 $288,000
Q4 2022

Feb 03, 2023

BUY
$102.5 - $104.49 $874,222 - $891,195
8,529 New
8,529 $889,000
Q1 2022

May 09, 2022

SELL
$104.46 - $107.34 $1.57 Million - $1.62 Million
-15,064 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$107.24 - $107.56 $1.62 Million - $1.62 Million
15,064 New
15,064 $1.62 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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