Opes Wealth Management LLC Purchases in Q3 2024

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLIA
Franklin Templeton ETF Tr Libe

ETFs
1.16K
+ 3.74%
$20.13 - $20.83 $23.4K - $24.2K
32.1K $668K
ITOT
Ishares Core S&P Total U.S. St

ETFs
156
+ 5.35%
$113.41 - $125.62 $17.7K - $19.6K
3.07K $385K
DIS
Walt Disney CO

Communication Services
475
+ 19.97%
$85.6 - $98.61 $40.7K - $46.8K
2.85K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
240
+ 4.13%
$71.45 - $75.64 $17.1K - $18.2K
6.05K $454K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
260
+ 4.43%
$67.53 - $70.89 $17.6K - $18.4K
6.13K $432K
CRM
Salesforce, Inc.

Technology
48
+ 3.79%
$238.42 - $276.53 $11.4K - $13.3K
1.32K $360K
JPIE
J P Morgan Exchange Traded Fd
452
+ 5.06%
$45.17 - $46.39 $20.4K - $21K
9.38K $435K
ABT
Abbott Laboratories

Healthcare
16
+ 0.59%
$100.07 - $118.13 $1.6K - $1.89K
2.74K $312K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
270
+ 4.14%
$46.18 - $48.92 $12.5K - $13.2K
6.8K $330K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6
+ 0.22%
$83.76 - $91.82 $503 - $551
2.7K $246K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
100
+ 1.57%
$50.25 - $50.74 $5.03K - $5.07K
6.45K $327K
Schwab Charles Family Fd
2.29M
+ 171.35%
N/A
3.62M $0
DFSU
Dimensional ETF Tr Dimen Us Su
730
+ 4.43%
N/A
17.2K $0
LLY
Eli Lilly & CO

Healthcare
1
+ 0.43%
$772.14 - $960.02 $772 - $960
236 $209K
ALB
Albemarle Corp

Basic Materials
10
+ 0.15%
$72.85 - $100.09 $729 - $1K
6.7K $634K
ADBE
Adobe Inc.

Technology
3
+ 0.28%
$508.13 - $586.55 $1.52K - $1.76K
1.07K $554K
INTC
Intel Corp

Technology
285
+ 2.15%
$18.9 - $34.87 $5.39K - $9.94K
13.5K $317K
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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