Security Details
| Security Name: | OPAL DIVIDEND INCOME ETF |
|---|---|
| Ticker: | DIVZ |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 53656F474 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.10B | - | 16 | - |
| 2024-09-30 | $0.12B | +20.3% | 14 | -12.5% |
| 2024-12-31 | $0.10B | -12.5% | 12 | -14.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| 49 WEALTH MANAGEMENT, LLC | $68.5M | 2,140K | 9.8% |
| TITLEIST ASSET MANAGEMENT, LLC | $30.3M | 945K | 3.5% |
| INSIGHT 2811, INC. | $0.4M | 12K | 0.2% |
| FINANCIAL GRAVITY COMPANIES, INC. | $0.3M | 10K | 0.1% |
| HARBOUR INVESTMENTS, INC. | $0.0M | 0K | 0.0% |
| DHJJ FINANCIAL ADVISORS, LTD. | $0.0M | 0K | 0.0% |
| EVERSOURCE WEALTH ADVISORS, LLC | $0.0M | 0K | 0.0% |
| OSAIC HOLDINGS, INC. | $0.8M | 24K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
| CORECAP ADVISORS, LLC | $0.0M | 0K | 0.0% |
| AE WEALTH MANAGEMENT LLC | $0.5M | 16K | 0.0% |
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|---|---|---|---|---|---|
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| VTV | US | VANGUARD VALUE ETF | 0.001 | 2 | 1616 |
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