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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Opal Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of MSCI by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−71−100.0%Sold outHolders
Q1 202671$38.3K<0.1%+71NewHolders
Q3 20250$00.0%−165−100.0%Sold outHolders
Q2 2025165$95.2K<0.1%+6+3.8%AddedHolders
Q1 2025159$89.9K<0.1%+159NewHolders
Q3 20240$00.0%−211−100.0%Sold outHolders
Q2 2024211$101.7K<0.1%+211NewHolders