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 |
|---|---|---|---|---|---|---|---|---|---|
| TIMKEN CO | COM | 301 | $16,437 | 188 | 0.00 | 188 | +Inf | 03-31-2024 | |
| ULTA BEAUTY INC | COM | 302 | $15,687 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
| UNIFIRST CORP MASS | COM | 303 | $15,089 | 87 | 0.00 | 87 | +Inf | 03-31-2024 | |
| WD 40 CO | COM | 304 | $14,692 | 58 | 0.00 | 58 | +Inf | 03-31-2024 |
