Opes Wealth Management LLC Incresed Positions in Q3 2024

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
10.1K
+ 1.61%
$33.67 - $37.71 $340K - $381K
636K $23.8M
FNDB
Schwab Fundamental U S Broad M

ETFs
1.39K
+ 0.82%
$64.17 - $70.37 $88.9K - $97.5K
171K $12M
FNDC
Schwab Fundamental Intl Small

ETFs
7.62K
+ 4.42%
$33.85 - $38.5 $258K - $294K
180K $6.87M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.49K
+ 1.37%
$44.83 - $47.42 $201K - $213K
333K $15.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.07K
+ 1.19%
$59.93 - $66.52 $124K - $138K
176K $11.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
220
+ 0.5%
$218.05 - $243.47 $48K - $53.6K
44.6K $10.8M
FNDA
Schwab Fundamental U S Small C

ETFs
2.01K
+ 1.77%
$54.26 - $60.01 $109K - $121K
115K $6.88M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.07K
+ 3.77%
$33.74 - $37.96 $205K - $230K
167K $6.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.32K
+ 2.86%
$96.25 - $101.98 $223K - $236K
83.2K $8.43M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.58K
+ 0.82%
$42.87 - $45.76 $67.6K - $72.2K
193K $8.75M
VEA
Vanguard Ftse Developed Market

ETFs
335
+ 0.26%
$47.6 - $53.31 $15.9K - $17.9K
131K $6.94M
FREL
Fidelity Covington Tr Msci Rea

ETFs
511
+ 0.49%
$25.07 - $29.94 $12.8K - $15.3K
105K $3.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.5K
+ 1.37%
$44.65 - $47.21 $111K - $118K
185K $8.63M
FLJP
Franklin Templeton ETF Tr

ETFs
5.63K
+ 3.62%
$26.79 - $31.0 $151K - $174K
161K $4.9M
ISCG
Ishares Morningstar Small Cap

ETFs
833
+ 0.8%
$44.24 - $49.07 $36.9K - $40.9K
104K $5.11M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.13K
+ 4.57%
$37.61 - $41.72 $118K - $130K
71.6K $2.99M
GOOG
Alphabet Inc.

Communication Services
3.4K
+ 27.25%
$149.54 - $192.66 $509K - $656K
15.9K $2.66M
CAT
Caterpillar Inc

Industrials
3
+ 0.06%
$316.8 - $391.12 $950 - $1.17K
4.98K $1.95M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
451
+ 0.38%
$35.7 - $41.13 $16.1K - $18.5K
120K $4.83M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.61K
+ 2.99%
$37.37 - $41.82 $60K - $67.1K
55.3K $2.3M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
4.2K
+ 2.92%
$18.55 - $19.57 $78K - $82.3K
148K $2.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.01%
$332.02 - $382.76 $332 - $383
16.7K $6.28M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
380
+ 1.97%
$113.45 - $126.18 $43.1K - $47.9K
19.6K $2.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.8K
+ 8.06%
$49.93 - $51.15 $140K - $143K
37.5K $1.92M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.61K
+ 4.25%
$43.59 - $49.35 $70.2K - $79.5K
39.5K $1.94M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1K
+ 3.31%
$32.65 - $36.84 $32.7K - $36.8K
31.3K $1.15M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
645
+ 3.05%
$64.83 - $72.82 $41.8K - $47K
21.8K $1.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 0.17%
$57.22 - $80.08 $572 - $801
6.04K $471K
AVSE
American Centy ETF Tr Avantis

ETFs
755
+ 3.6%
$48.92 - $56.14 $36.9K - $42.4K
21.7K $1.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.15K
+ 34.78%
$45.2 - $47.87 $97.3K - $103K
8.34K $396K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
175
+ 0.77%
$46.17 - $51.13 $8.08K - $8.95K
22.9K $1.17M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
90
+ 0.29%
$32.04 - $37.11 $2.88K - $3.34K
30.6K $1.11M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
3.21K
+ 3.85%
$31.27 - $34.17 $100K - $110K
86.3K $2.86M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
310
+ 2.02%
$55.06 - $62.25 $17.1K - $19.3K
15.7K $964K
ROKU
Roku, Inc

Communication Services
25
+ 0.45%
$51.67 - $77.48 $1.29K - $1.94K
5.53K $412K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
530
+ 2.87%
$38.71 - $42.43 $20.5K - $22.5K
19K $803K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.25K
+ 7.43%
$24.07 - $24.62 $54.2K - $55.4K
32.5K $800K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
315
+ 2.26%
$38.03 - $42.06 $12K - $13.2K
14.3K $596K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 4.72%
$475.2 - $527.7 $23.8K - $26.4K
1.11K $585K
NOW
Service Now, Inc.

Technology
2
+ 0.41%
$730.87 - $937.36 $1.46K - $1.87K
492 $440K
AVSD
American Centy ETF Tr Avantis

ETFs
295
+ 4.37%
$53.92 - $61.11 $15.9K - $18K
7.05K $426K
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
CRM
Salesforce, Inc.

Technology
48
+ 3.79%
$238.42 - $276.53 $11.4K - $13.3K
1.32K $360K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
260
+ 4.43%
$67.53 - $70.89 $17.6K - $18.4K
6.13K $432K
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
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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