PMFA
OPP

Plante Moran Financial Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

Plante Moran Financial Advisors’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,384
Closed -$20.3K – 852
2024
Q1 		$20.3K Buy
+2,384
New +$19.7K ﹤0.01% 502

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's OPP Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q2 2024, closing a stake of 2,384 shares — an estimated $20.3K sold.

Plante Moran Financial Advisors first reported a position in OPP in Q1 2024 and held it in 1 quarter. The position peaked at $20.3K in Q1 2024. 47 funds tracked by Wall St. Rank hold OPP as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,384 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q2 2024, an estimated $20.3K.
  • Plante Moran Financial Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $20.3K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.