Opal Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 123,008 shares of VBR stock, worth $25.3 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
123,008
Previous 121,388
1.33%
Holding current value
$25.3 Million
Previous $24.4 Million
0.02%
% of portfolio
7.5%
Previous 7.75%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,584Shares Held
94MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.8 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$786 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$773 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$761 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$490 Million0.49% of portfolio