A detailed history of Creative Planning transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Creative Planning holds 7,860 shares of BTO stock, worth $270,305. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,860
Previous 7,634 2.96%
Holding current value
$270,305
Previous $213,000 22.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$27.89 - $33.45 $6,303 - $7,559
226 Added 2.96%
7,860 $260,000
Q2 2024

Aug 15, 2024

BUY
$26.36 - $29.09 $201,232 - $222,073
7,634 New
7,634 $213,000
Q1 2022

May 16, 2022

SELL
$40.2 - $52.03 $70,993 - $91,884
-1,766 Reduced 23.39%
5,784 $233,000
Q3 2021

Nov 10, 2021

BUY
$37.43 - $44.1 $67,374 - $79,380
1,800 Added 31.3%
7,550 $321,000
Q2 2021

Aug 04, 2021

SELL
$35.95 - $44.45 $10,964 - $13,557
-305 Reduced 5.04%
5,750 $216,000
Q1 2021

Apr 30, 2021

BUY
$29.41 - $39.09 $178,077 - $236,689
6,055 New
6,055 $233,000
Q4 2018

Feb 01, 2019

SELL
$26.17 - $37.63 $315,427 - $453,554
-12,053 Closed
0 $0
Q3 2018

Oct 25, 2018

BUY
$36.88 - $39.2 $33,855 - $35,985
918 Added 8.24%
12,053 $446,000
Q2 2018

Jul 20, 2018

BUY
$37.1 - $40.0 $413,108 - $445,400
11,135 New
11,135 $414,000

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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