Opal Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Opal Wealth Advisors, LLC
- $308 Million
- Q2 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 67,461 shares of FLTR stock, worth $1.71 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
67,461
Previous 70,341
4.09%
Holding current value
$1.71 Million
Previous $1.79 Million
4.12%
% of portfolio
0.56%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding FLTR
# of Institutions
193Shares Held
43.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.22MShares$158 Million0.14% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.65MShares$92.5 Million13.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.85MShares$72.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.18MShares$55.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$54.3 Million0.03% of portfolio