Opal Wealth Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History
Opal Wealth Advisors, LLC
- $314 Million
- Q1 2025
A detailed history of Opal Wealth Advisors, LLC transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 4,204 shares of FUMB stock, worth $84,332. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,204
Previous 12,220
65.6%
Holding current value
$84,332
Previous $245,000
65.71%
% of portfolio
0.03%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding FUMB
# of Institutions
97Shares Held
7.72MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC884KShares$17.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY864KShares$17.3 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA673KShares$13.5 Million0.08% of portfolio
-
Rockefeller Capital Management L.P. New York, NY537KShares$10.8 Million0.03% of portfolio
-
Kestra Advisory Services, LLC333KShares$6.69 Million0.04% of portfolio