Formidable Asset Management, LLC John Hancock Financial Opportunities Fund Transaction History
Formidable Asset Management, LLC
- $609 Million
- Q3 2024
A detailed history of Formidable Asset Management, LLC transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Formidable Asset Management, LLC holds 9,910 shares of BTO stock, worth $340,804. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,910
Previous 11,210
11.6%
Holding current value
$340,804
Previous $313,000
4.79%
% of portfolio
0.05%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding BTO
# of Institutions
82Shares Held
4.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.28MShares$43.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA596KShares$20.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL401KShares$13.8 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6228KShares$7.84 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC227KShares$7.8 Million0.3% 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...