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Company Main View
Name:
Opal Wealth Advisors LLC
City:
JERICHO
State:
NY
Zip:
11753
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$294,853,000
Total Value Change :
$41,012,000
Securities Held Change :
180
All Securities Held :
350
New Positions
:
190
Closed Positions
:
13
Increased Positions
:
73
Unchanged Positions
:
2
Decreased Positions
:
85
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Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
SUB
iShares S&P S/T Natnl AMT-F...
146
-
$104.68
$246,000
2,350
0.08%
-2,000
0
0.003
Closed - End Fund - Debt
DRTS
Alpha Tau Medical Ord Shs
224
-
$0.00
$30,000
10,000
0.01%
0
0
0.015
N/A
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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