A detailed history of Institute For Wealth Management, Llc. transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,784 shares of BTO stock, worth $380,675. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,784
Previous 10,804 0.19%
Holding current value
$380,675
Previous $302,000 18.21%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$27.89 - $33.45 $557 - $669
-20 Reduced 0.19%
10,784 $357,000
Q1 2024

Apr 30, 2024

SELL
$27.14 - $31.17 $1,736 - $1,994
-64 Reduced 0.59%
10,804 $319,000
Q4 2021

Jan 21, 2022

SELL
$41.47 - $46.59 $3,110 - $3,494
-75 Reduced 0.69%
10,868 $506,000
Q1 2020

Apr 29, 2020

SELL
$12.35 - $36.81 $2,470 - $7,362
-200 Reduced 1.79%
10,943 $201,000
Q4 2019

Feb 27, 2020

BUY
$30.69 - $36.3 $329,579 - $389,825
10,739 Added 2658.17%
11,143 $404,000
Q4 2019

Jan 27, 2020

SELL
$30.69 - $36.3 $329,579 - $389,825
-10,739 Reduced 96.37%
404 $404,000
Q1 2019

May 15, 2019

BUY
$28.81 - $35.37 $321,029 - $394,127
11,143 New
11,143 $355,000
Q4 2018

Feb 08, 2019

SELL
$26.17 - $37.63 $291,612 - $419,311
-11,143 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
11,143
11,143 $403,000

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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