Opal Wealth Advisors »

Etfis Ser Tr I reaves utils etf shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of Etfis Ser Tr I reaves utils etf (UTES) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in Etfis Ser Tr I reaves utils etf

Tip: Access up to 7 years of quarterly data

All positions including Etfis Ser Tr I reaves utils etf held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $236k 3.7k 63.75
2024-09-30 $285k 4.5k 63.96
2024-06-30 $209k 4.0k 51.84

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 Etfis Ser Tr I reaves utils etf

LPL Financial
Cambridge Investment Research Advisors
Kraft, Davis & Associates
Royal Bank of Canada
Beaumont Financial Advisors
Great Valley Advisor Group
Riggs Asset Managment
Goldman Sachs Group
Susquehanna International
Royal Harbor Partners
Synergy Financial Management
Stifel Financial
Cetera Investment Advisers
Commonwealth Equity Services
Clear Creek Financial Management

View all funds holding Etfis Ser Tr I reaves utils etf