Opal Wealth Advisors, LLC Vanguard Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 3,755 shares of VGSH stock, worth $218,766. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,755
Previous 3,718
1.0%
Holding current value
$218,766
Previous $215,000
2.79%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
917Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio