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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 151 | $295,684 | 614 | 0.00 | 0.00 | -271 | -30.62 | 03-31-2024 |
| GALLAGHER ARTHUR J & CO | COM | 152 | $286,296 | 1,145 | 0.00 | 0.00 | -370 | -24.42 | 03-31-2024 |
| NUVEEN NEW YORK AMT QLT MUNI | COM | 153 | $284,034 | 26,130 | 0.00 | 26,130 | +Inf | 03-31-2024 | |
| LOCKHEED MARTIN CORP | COM | 154 | $278,504 | 612 | 0.00 | 0.00 | -85 | -12.20 | 03-31-2024 |
