Opes Wealth Management LLC Closed Holding Positions

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
2,695
$73.93 - $80.82 $199K - $218K
MCK
Mckesson Corp

Healthcare
Q2 2022 Filed on Aug 10, 2022
2,254
$300.57 - $336.42 $677K - $758K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2022 Filed on Aug 10, 2022
1,862
$99.0 - $110.55 $184K - $206K
NBTB
Nbt Bancorp Inc

Financial Services
Q2 2022 Filed on Aug 10, 2022
8,559
$35.09 - $38.12 $300K - $326K
OSPN
One Span Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
31,000
$11.01 - $15.87 $341K - $492K
NJR
New Jersey Resources Corp

Utilities
Q1 2022 Filed on May 05, 2022
5,834
$38.29 - $46.38 $223K - $271K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on May 05, 2022
650
$257.27 - $315.76 $167K - $205K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 05, 2022
2,381
$140.96 - $181.02 $336K - $431K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 05, 2022
2,542
$143.22 - $164.21 $364K - $417K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
1,600
$65.96 - $72.81 $106K - $116K
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Aug 03, 2021
5,906
$63.17 - $68.14 $373K - $402K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 03, 2021
6,100
$61.85 - $65.64 $377K - $400K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2021 Filed on May 10, 2021
7,000
$51.27 - $51.41 $359K - $360K
ALLK
Allakos Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
2,800
$109.73 - $153.66 $307K - $430K
Global X Fds
Q3 2020 Filed on Nov 09, 2020
13,240
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 11, 2020
370,069
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2020 Filed on Apr 16, 2020
7,455
$20.7 - $34.9 $154K - $260K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 16, 2020
9,805
$18.68 - $28.22 $183K - $277K
JPEM
Jp Morgan Diversified Return

ETFs
Q1 2020 Filed on Apr 16, 2020
8,430
$36.19 - $58.24 $305K - $491K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2019 Filed on Jan 30, 2020
4,470
$48.68 - $49.5 $218K - $221K
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