Opal Wealth Advisors, LLC MORGAN STANLEY DIRECT LENDIN Transaction History

Opal Wealth Advisors, LLC

  • $347 Million
  • Q3 2025
Number of Shares
14,630
Previous 17,844 18.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-3,214 Reduced 18.01%
14,630 $0
Q2 2025

Jul 14, 2025
SELL
N/A
-4,064 Reduced 18.55%
17,844 $0
Q1 2025

Apr 16, 2025
BUY
N/A
6,803 Added 45.04%
21,908 $0
Q4 2024

Jan 28, 2025
BUY
N/A
15,105 New
15,105 $0
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