Opal Wealth Advisors, LLC Vanguard Value ETF Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,796 shares of VTV stock, worth $316,347. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,796
Previous 2,246
20.04%
Holding current value
$316,347
Previous $360,000
13.06%
% of portfolio
0.1%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,292Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.19 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.12 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.58 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.49 Billion1.14% of portfolio