Opes Wealth Management LLC New Holdings in Q3 2024

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
3.24K
New
$54.7 - $65.59 $177K - $213K
3.24K $210K
VTV
Vanguard Value ETF

ETFs
1.21K
New
$159.75 - $174.57 $193K - $211K
1.21K $210K
IBM
International Business Machines Corp

Technology
934
New
$175.1 - $223.38 $164K - $209K
934 $206K
URI
United Rentals, Inc.

Industrials
255
New
$627.41 - $814.1 $160K - $208K
255 $206K
IWM
Ishares Russell 2000 ETF

ETFs
926
New
$200.87 - $224.6 $186K - $208K
926 $204K
SBUX
Starbucks Corp

Consumer Cyclical
2.08K
New
$72.51 - $98.6 $151K - $205K
2.08K $203K
A
Agilent Technologies, Inc.

Healthcare
1.36K
New
$125.42 - $148.48 $171K - $202K
1.36K $202K
BNDX
Vanguard Total International B

ETFs
4K
New
$48.42 - $50.35 $194K - $201K
4K $201K
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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