Opes Wealth Management LLC

Q1 2019 13F Holdings Report, Options Holdings

Signature - Title
Unesa Miguel - Chief Compliance Officer
Location
Menlo Park, CA
Options holdings as of
March 31, 2019
Notional value $
$2.52M
Number of holdings
1
Date filed
4/30/2019, 05:23 PM
Description
All US holdings of this investor are reported in this report.
Next filing
Q2 2019 - Jul 30, 2019
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
David Firth VP Client Services / CCO Cupertino, California 4/25/2019

Opes Wealth Management LLC previously filed under Opes Advisors, Inc. As of December 31, 2018, Opes Advisors, Inc. is now Opes Wealth Management LLC.