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 |
|---|---|---|---|---|---|---|---|---|---|
| TRIMBLE INC | COM | 251 | $106,516 | 1,655 | 0.00 | 1,655 | +Inf | 03-31-2024 | |
| WASTE CONNECTIONS INC | COM | 252 | $103,895 | 604 | 0.00 | 604 | +Inf | 03-31-2024 | |
| T-MOBILE US INC | COM | 253 | $93,550 | 573 | 0.00 | 573 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 254 | $93,461 | 1,219 | 0.00 | 0.00 | -2,818 | -69.80 | 03-31-2024 |
