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Ishares U S Etf Tr shr mat mu etf shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $514k 10k 49.95
2024-09-30 $317k 6.3k 50.32
2024-06-30 $326k 6.5k 50.15
2024-03-31 $318k 6.4k 50.12
2023-12-31 $324k 6.5k 49.99

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr New York Mun Etf (NYF)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr S&p 500 Val Etf (IVE)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Opal Wealth Advisors

Top funds holding Ishares U S Etf Tr shr mat mu etf

Rockwood Wealth Management
Resonant Capital Advisors
Bank of America Corporation
Integrated Wealth Concepts
Foster Group
Colony
Stephens
Ullmann Financial
LPL Financial
Jpmorgan Chase & Co
Kestra Investment Management
Envestnet Asset Management
Portfolio Design Labs
Savant Capital Management
Ascent Group

View all funds holding Ishares U S Etf Tr shr mat mu etf