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Opulen Financial Group LLC → AMZN

Opulen Financial Group LLC AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.3M
Q4 2025$5.1M
Q1 2026$4.4M
Q2 2026$4.3M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M18.1K——
Q2 2026$4.3M17.9K——
Q1 2026$4.4M21.3K——
Q4 2025$5.1M22.3K——
Q3 2025$5.3M24.0K——

Other funds holding AMZN

Other Opulen Financial Group LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$18.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$18.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SPY

STATE STR SPDR S&P 500 ETF T

$17.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.4M
SPY

SPDR S&P 500 ETF TR

$15.9M
SPY

STATE STR SPDR S&P 500 ETF T

$15.3M
SPY

SPDR S&P 500 ETF TR

$15.1M