Opal Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Call Options Transaction History
Opal Wealth Advisors, LLC
- $308 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PVAL
# of Institutions
61Shares Held
13.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$117 Million0.01% of portfolio
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Glenmede Trust CO Na Philadelphia, PA1.57MShares$59.7 Million0.29% of portfolio
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Amplius Wealth Advisors, LLC1.36MShares$51.8 Million6.53% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.03MShares$39.1 Million0.09% of portfolio
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Commonwealth Equity Services, LLC975KShares$37 Million0.06% of portfolio