Opal Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 814 shares of VO stock, worth $225,005. This represents 0.07% of its overall portfolio holdings.
Number of Shares
814
Previous 816
0.25%
Holding current value
$225,005
Previous $197,000
8.63%
% of portfolio
0.07%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,091Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio