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Ufp Industries shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ufp Industries by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 268 123.01

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)
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 Ufp Industries

Vanguard Group
Dimensional Fund Advisors
Franklin Resources
Victory Capital Management
Allspring Global Investments Holdings
Charles Schwab Investment Management
T. Rowe Price Associates
Royce & Associates
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
AQR Capital Management
Copeland Capital Management
Jennifer Ranahan

View all funds holding Ufp Industries