Fiduciary Planning LLC Opus Small Cap Value ETF Call Options Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OSCV

# of Institutions

47

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$175 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$58.4 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.36M
Shares

$55 Million
6.22% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$30.1 Million
5.66% of portfolio
Integrated Wealth Concepts LLC

613K
Shares

$24.8 Million
0.3% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.