Back to PPT

Opal Wealth Advisors, LLC → PPT

Opal Wealth Advisors, LLC PPT Position History

Franklin Premier Income Trust

Quarters held
5
Latest value
$81.8M
Q3 2026
Peak value
$81.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$64.6M
Q4 2025$70.2M
Q1 2026$72.8M
Q2 2026$79.6M
Q3 2026$81.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$81.8M1.56M——
Q2 2026$79.6M1.56M——
Q1 2026$72.8M1.57M——
Q4 2025$70.2M1.54M——
Q3 2025$64.6M1.51M——

Other funds holding PPT

Other Opal Wealth Advisors, LLC positions

EMO

LEGG MASON ETF INVT

$58.4M
EMO

LEGG MASON ETF INVT

$49.8M
EMO

LEGG MASON ETF INVT

$49.6M
EMO

LEGG MASON ETF INVT

$48.9M
VGES

VANGUARD INDEX FDS

$48.5M
VGES

VANGUARD INDEX FDS

$45.1M
VGES

VANGUARD INDEX FDS

$43M
VGES

VANGUARD INDEX FDS

$40.8M