A detailed history of Gilliland Jeter Wealth Management LLC transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 36,468 shares of BTO stock, worth $1.43 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
36,468
Previous 32,163 13.38%
Holding current value
$1.43 Million
Previous $901 Million 19.74%
% of portfolio
0.38%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$27.89 - $33.45 $52,935 - $63,488
-1,898 Reduced 5.2%
34,570 $1.15 Billion
Q3 2024

Oct 17, 2024

BUY
$27.89 - $33.45 $120,066 - $144,002
4,305 Added 13.38%
36,468 $1.08 Billion
Q2 2024

Jul 24, 2024

SELL
$26.36 - $29.09 $113,479 - $125,232
-4,305 Reduced 11.8%
32,163 $901 Million
Q1 2024

May 02, 2024

BUY
$27.14 - $31.17 $4,098 - $4,706
151 Added 0.42%
36,468 $1.08 Billion
Q4 2023

Feb 02, 2024

BUY
$23.12 - $30.96 $839,649 - $1.12 Million
36,317 New
36,317 $1.09 Billion

Others Institutions Holding BTO

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...
More about BTO
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