Opal Wealth Advisors, LLC
CIK
0001844201
City
JERICHO
State / Country
NY
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $960,562 | 74,520 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $978,976 | 75,248 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $781,832 | 63,051 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $758,998 | 62,572 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $785,484 | 62,192 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $830,987 | 63,726 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $909,284 | 74,046 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $943,751 | 73,846 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $990,234 | 78,590 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $930,045 | 82,087 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $1,082,074 | 88,622 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $1,013,712 | 86,200 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $995,990 | 88,297 | Shares | Sole | 2023-02-03 |
| 2022-06-30 | $1,186,785 | 102,841 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $1,526,232 | 106,062 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $1,738,671 | 108,261 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $1,676,012 | 113,015 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $1,640,188 | 108,838 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $1,568,177 | 113,801 | Shares | Sole | 2021-04-29 |