49 WEALTH MANAGEMENT, LLC IDVZ Holdings History
49 WEALTH MANAGEMENT, LLC's The Opal International Dividend Income ETF Holding Summary
As of 2025-03-31, 49 WEALTH MANAGEMENT, LLC held 2.33 Mil shares of The Opal International Dividend Income ETF(IDVZ), totaling $63.91 Mil. This investment constitutes 7.78% of their stock portfolio, and 49 WEALTH MANAGEMENT, LLC now holds -% of the outstanding The Opal International Dividend Income ETF(IDVZ) stock.
The initial trade took place in 2025Q1. And since then 49 WEALTH MANAGEMENT, LLC has made 1 purchases of IDVZ, at an average price of $26.52, for a total of 2.33 Mil shares. Based on historical transaction data and IDVZ's current price of $29.34, 49 WEALTH MANAGEMENT, LLC's estimated gain on his IDVZ holdings is $6.56 Mil, reflecting a 10.63% gain to date.
49 WEALTH MANAGEMENT, LLC IDVZ ($29.34) Holding Chart
49 WEALTH MANAGEMENT, LLC IDVZ ($29.34) 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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