Opal Wealth Advisors, LLC Ishares Barclays Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 5,080 shares of IEF stock, worth $480,263. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,080
Previous 8,892
42.87%
Holding current value
$480,263
Previous $822,000
41.12%
% of portfolio
0.15%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,108Shares Held
281MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.65 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.53 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.1 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$911 Million0.6% of portfolio