Opal Wealth Advisors, LLC Vanguard Mid Cap ETF Call Options Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Jones Financial Companies Lllp14.5MShares$4 Billion3.92% of portfolio
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Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
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Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio