Opes Advisors Inc SCHE Holdings History
Number of Shares
184,420.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
4.77%
Total Estimate Gain
$988,377.45
% of Total Estimate Gain
21.58%
Opes Advisors Inc's Schwab Emerging Markets Equity ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 184,420.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $4.34 Mil. This investment constitutes 4.77% of their stock portfolio, and Opes Advisors Inc now holds 0.06% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 3 purchases of SCHE, at an average price of $24.83, for a total of 184,420.00 shares. Based on historical transaction data and SCHE's current price of $30.19, Opes Advisors Inc's estimated gain on his SCHE holdings is $988,377.45, reflecting a 21.58% gain to date.
Opes Advisors Inc SCHE ($30.19) Holding Chart
Opes Advisors Inc SCHE ($30.19) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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