A detailed history of Atria Wealth Solutions, Inc. transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,292 shares of BTO stock, worth $259,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,292
Previous 10,372 10.41%
Holding current value
$259,804
Previous $311,000 11.9%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$27.14 - $31.17 $29,311 - $33,663
-1,080 Reduced 10.41%
9,292 $274,000
Q4 2023

Feb 02, 2024

SELL
$23.12 - $30.96 $56,042 - $75,047
-2,424 Reduced 18.94%
10,372 $311,000
Q3 2023

Nov 08, 2023

SELL
$25.11 - $31.05 $12,278 - $15,183
-489 Reduced 3.68%
12,796 $336,000
Q2 2023

Aug 03, 2023

BUY
$22.99 - $30.46 $305,422 - $404,661
13,285 New
13,285 $356,000
Q1 2023

Aug 22, 2023

BUY
$28.14 - $38.2 $35,400 - $48,055
1,258 Added 9.47%
14,543 $444,000
Q1 2023

May 10, 2023

BUY
$28.14 - $38.2 $409,240 - $555,542
14,543 New
14,543 $444,000
Q4 2022

Feb 13, 2023

SELL
$30.14 - $36.52 $192,715 - $233,508
-6,394 Closed
0 $0
Q3 2022

Nov 14, 2022

SELL
$31.2 - $39.84 $239,740 - $306,130
-7,684 Reduced 54.58%
6,394 $202,000
Q2 2022

Aug 15, 2022

SELL
$32.16 - $40.08 $47,821 - $59,598
-1,487 Reduced 9.55%
14,078 $523,000
Q1 2022

May 16, 2022

BUY
$40.2 - $52.03 $625,713 - $809,846
15,565 New
15,565 $626,000

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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