Opal Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$45.15 - $46.21 $139,694 - $142,973	3,094 New	3,094 $141,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$829 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$531 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$315 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$163 Million
0.07% of portfolio

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