A detailed history of Spire Wealth Management transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Spire Wealth Management holds 429 shares of BTO stock, worth $14,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
429
Previous 429 -0.0%
Holding current value
$14,753
Previous $12,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$25.11 - $31.05 $22,071 - $27,292
-879 Reduced 67.2%
429 $11,000
Q2 2023

Aug 09, 2023

BUY
$22.99 - $30.46 $10,529 - $13,950
458 Added 53.88%
1,308 $35,000
Q1 2023

May 09, 2023

BUY
$28.14 - $38.2 $23,919 - $32,470
850 New
850 $25,000

Others Institutions Holding BTO

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND


  • Ticker BTO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...
More about BTO
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