Position in WTFC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$38,486
-$939 QoQ
Shares Held
277
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $82,430 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
14,139 | $82,430 |
All Filings in WTFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,486 | 277 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $39,425 | 318 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $38,461 | 342 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $28,385 | 288 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,515 | 254 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||