Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPAL WEALTH ADVISORS LLC | 04-11-2024 | 03-31-2024 | 350 | 294,847,820 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 101 | $475,427 | 12,538 | 0.00 | 0.00 | 1,829 | 17.08 | 03-31-2024 |
| PACER FDS TR | GLOBL CASH ETF | 102 | $470,000 | 13,545 | 0.00 | 0.00 | 1,891 | 16.23 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 103 | $457,173 | 2,898 | 0.00 | 0.00 | -1,667 | -36.52 | 03-31-2024 |
| BROADCOM INC | COM | 104 | $455,299 | 344 | 0.00 | 0.00 | -88 | -20.37 | 03-31-2024 |
