Opes Wealth Management LLC Purchases and Sells in Q3 2024

Opes Wealth Management LLC

$514 Million
Q3 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDF	10.1K + 1.61%	$33.67 - $37.71 $340K - $381K	636K $23.8M
FNDB	1.39K + 0.82%	$64.17 - $70.37 $88.9K - $97.5K	171K $12M
FNDC	7.62K + 4.42%	$33.85 - $38.5 $258K - $294K	180K $6.87M
IUSB	4.49K + 1.37%	$44.83 - $47.42 $201K - $213K	333K $15.7M
SCHB	2.07K + 1.19%	$59.93 - $66.52 $124K - $138K	176K $11.7M
VOT	220 + 0.5%	$218.05 - $243.47 $48K - $53.6K	44.6K $10.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UL	3.24K New	$54.7 - $65.59 $177K - $213K	3.24K $210K
VTV	1.21K New	$159.75 - $174.57 $193K - $211K	1.21K $210K
IBM	934 New	$175.1 - $223.38 $164K - $209K	934 $206K
URI	255 New	$627.41 - $814.1 $160K - $208K	255 $206K
IWM	926 New	$200.87 - $224.6 $186K - $208K	926 $204K
SBUX	2.08K New	$72.51 - $98.6 $151K - $205K	2.08K $203K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-121 - 1.39%	$395.15 - $467.56 $47.8K - $56.6K	8.58K $3.69M
SGOV	-1.34K - 32.74%	$100.3 - $100.74 $135K - $135K	2.76K $277K
GOOGL	-50 - 0.67%	$148.65 - $191.18 $7.43K - $9.56K	7.45K $1.24M
AMAT	-25 - 0.95%	$174.88 - $254.97 $4.37K - $6.37K	2.61K $526K
NVDA	-255 - 0.85%	$98.91 - $134.91 $25.2K - $34.4K	29.6K $3.6M
QCOM	-37 - 1.3%	$156.12 - $209.64 $5.78K - $7.76K	2.8K $476K

Activity Summary All Purchases 68 New Holdings 8 Increased Positions 60 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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