49 WEALTH MANAGEMENT, LLC DIVZ Holdings History
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 $35.81, 49 WEALTH MANAGEMENT, LLC's estimated gain on his DIVZ holdings is $12.10 Mil, reflecting a 14.78% gain to date.
49 WEALTH MANAGEMENT, LLC DIVZ ($35.81) Holding Chart
49 WEALTH MANAGEMENT, LLC DIVZ ($35.81) 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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