Bogart Wealth, LLC John Hancock Financial Opportunities Fund Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Bogart Wealth, LLC holds 231 shares of BTO stock, worth $8,600. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231
Previous 231
-0.0%
Holding current value
$8,600
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BTO
# of Institutions
85Shares Held
4.73MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.28MShares$47.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA596KShares$22.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL525KShares$19.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL401KShares$14.9 Million0.02% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC236KShares$8.8 Million0.34% of portfolio
About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
- Ticker BTO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...