Waterloo Capital, L.P. Opus Small Cap Value ETF Transaction History
Waterloo Capital, L.P.
- $833 Billion
- Q2 2024
A detailed history of Waterloo Capital, L.P. transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 322,024 shares of OSCV stock, worth $12 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
322,024
Previous 312,216
3.14%
Holding current value
$12 Million
Previous $11.2 Billion
1.05%
% of portfolio
1.33%
Previous 1.43%
Shares
7 transactions
Others Institutions Holding OSCV
# of Institutions
42Shares Held
11.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.03MShares$150 Million2.66% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$50.7 Million6.22% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.35MShares$50.3 Million0.07% of portfolio
-
Sugarloaf Wealth Management, LLC737KShares$27.5 Million5.52% of portfolio
-
Integrated Wealth Concepts LLC613KShares$22.8 Million0.3% of portfolio