Opal Wealth Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Opal Wealth Advisors, LLC
- $315 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding MGK
# of Institutions
798Shares Held
39MCall Options Held
91.9KPut Options Held
72.8K-
Assetmark, Inc7.45MShares$2.66 Billion6.88% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA3.57MShares$1.28 Billion32.56% of portfolio
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Morgan Stanley New York, NY1.97MShares$703 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.91MShares$682 Million0.05% of portfolio
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Howard Capital Management Inc.1.62MShares$577 Million7.31% of portfolio