News + Filings Holdings
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Opes Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB STRATEGIC TRUST
| FNDE | Common | 0 | -205,463 | 0 | -4,816,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Atlassian Corp
| TEAM | Common | 0 | -2,390 | 0 | -503,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Tesla, Inc.
| TSLA | COM | 0 | -1,305 | 0 | -346,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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Walt Disney Co
| DIS | Common | 0 | -2,207 | 0 | -208,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IDNA | Common | 0 | -7,595 | 0 | -200,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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