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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P HOMEBUILD | 51 | $876,428 | 7,854 | 0.00 | 0.00 | -2,537 | -24.42 | 03-31-2024 |
| ISHARES TR | ESG AWRE 1 5 YR | 52 | $862,669 | 35,240 | 0.00 | 0.00 | -22,643 | -39.12 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 53 | $839,377 | 4,191 | 0.00 | 0.00 | -1,574 | -27.30 | 03-31-2024 |
| COCA COLA CO | COM | 54 | $814,490 | 13,313 | 0.00 | 0.00 | 2 | 0.02 | 03-31-2024 |
