Opal Wealth Advisors, LLC NUVEEN CHURCHILL DIRECT LEND Transaction History

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025
Number of Shares
498,655
Previous 340,892 46.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
N/A
157,763 Added 46.28%
498,655 $0
Q1 2025

Apr 16, 2025
SELL
N/A
-59,339 Reduced 14.83%
340,892 $0
Q4 2024

Jan 28, 2025
BUY
N/A
205,593 Added 105.63%
400,231 $0
Q3 2024

Oct 15, 2024
BUY
N/A
126,131 Added 184.11%
194,638 $0
Q2 2024

Jul 12, 2024
BUY
N/A
68,507 New
68,507 $0
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