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Visa shares owned by Opes Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by Opes Wealth Management from 13F filings

Historical chart of Opes Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 782 279.08
2023-12-31 $244k 935 260.38

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Opes Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
FMR
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
TCI Fund Management
Northern Trust
Ameriprise Financial

View all funds holding Visa