Opal Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$829 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$531 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$315 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.6MShares$212 Million0.19% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$163 Million0.07% of portfolio