Fiduciary Planning LLC Opus Small Cap Value ETF Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding OSCV
# of Institutions
47Shares Held
12.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$175 Million2.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$58.4 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$55 Million6.22% of portfolio
-
Sugarloaf Wealth Management, LLC746KShares$30.1 Million5.66% of portfolio
-
Integrated Wealth Concepts LLC613KShares$24.8 Million0.3% of portfolio