Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / OPAL DIVD INCM E
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Total 13F shares
-
3,173,799
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Share change
-
+1,299,102
-
Total reported value
-
$95,758,517
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Price per share
-
$30.19
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Number of holders
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14
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Value change
-
+$39,173,000
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Number of buys
-
7
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Number of sells
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6
Institutional Holders of OPAL DIVIDEND INCOME ETF - OPAL DIVD INCM E (DIVZ) as of Q2 2024
As of 30 Jun 2024 OPAL DIVIDEND INCOME ETF - OPAL DIVD INCM E (DIVZ) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,173,799 shares of stock of the company.
Largest 10 holders included 49 WEALTH MANAGEMENT, LLC, TITLEIST ASSET MANAGEMENT, LLC, Weaver Consulting Group, OSAIC HOLDINGS, INC., Financial Gravity Asset Management, Inc., INSIGHT 2811, INC., M3 Advisory Group, LLC, CoreCap Advisors, LLC, HARBOUR INVESTMENTS, INC., and EverSource Wealth Advisors, LLC.
This table shows 14 institutional shareholders of the security as of 30 Jun 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.