Institute For Wealth Management, Llc. John Hancock Financial Opportunities Fund Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
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 $358,352. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,784
Previous 10,784
-0.0%
Holding current value
$358,352
Previous $381,000
1.84%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding BTO
# of Institutions
83Shares Held
4.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.22MShares$40.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA643KShares$21.4 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL401KShares$13.3 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6259KShares$8.6 Million0.0% of portfolio
-
Janney Montgomery Scott LLC199KShares$6.6 Million0.02% 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...