Opal Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
256Shares Held
7.55MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$104 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$80.8 Million0.01% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$61.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$52.5 Million0.02% of portfolio