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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED AIRLS HLDGS INC | COM | 351 | $2,682 | 56 | 0.00 | 56 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US SMALLCAP FUND | 352 | $2,657 | 53 | 0.00 | 53 | +Inf | 03-31-2024 | |
| TENET HEALTHCARE CORP | COM NEW | 353 | $2,628 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
| VANECK ETF TRUST | NATURAL RESOURC | 354 | $2,547 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |
