Number of Shares
2.62 Mil
Current Holdings Value*
$89.18 Mil
% of Portfolio
10.85%
Total Estimate Gain
$12.02 Mil
% of Total Estimate Gain
14.68%

49 WEALTH MANAGEMENT, LLC's Opal Dividend Income ETF Holding Summary

As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 2.62 Mil shares of Opal Dividend Income ETF(DIVZ), totaling $89.18 Mil. This investment constitutes 10.85% of their stock portfolio, and 49 WEALTH MANAGEMENT, LLC now holds 54.68% of the outstanding Opal Dividend Income ETF(DIVZ) stock.

The initial trade took place in 2024Q2. And since then 49 WEALTH MANAGEMENT, LLC has made 4 purchases of DIVZ, at an average price of $31.20, for a total of 2.62 Mil shares. Based on historical transaction data and DIVZ's current price of $35.78, 49 WEALTH MANAGEMENT, LLC's estimated gain on his DIVZ holdings is $12.02 Mil, reflecting a 14.68% gain to date.

49 WEALTH MANAGEMENT, LLC DIVZ ($35.78) Holding Chart

49 WEALTH MANAGEMENT, LLC DIVZ ($35.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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