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Udr shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of Udr (UDR) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in Udr

Tip: Access up to 7 years of quarterly data

All positions including Udr held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Udr by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9k 157 37.41

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Opal Wealth Advisors

Top funds holding Udr

Vanguard Group
Norges Bank Investment Management
Wellington Management Company
Daiwa Securities Group
Jpmorgan Chase & Co
Legal & General Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Millennium Management
Ubs Global Asset Management Americas
AEW Capital Management
Bank of New York Mellon
Sumitomo Mitsui Trust Holdings
PGGM Vermogensbeheer B.V.

View all funds holding Udr