Kfg Wealth Management, LLC Opus Small Cap Value ETF Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
A detailed history of Kfg Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 272,679 shares of OSCV stock, worth $10.2 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
272,679Holding current value
$10.2 Million% of portfolio
2.97%Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
45Shares Held
12.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.03MShares$151 Million2.66% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.2 Million0.07% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$51.1 Million6.22% of portfolio
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Sugarloaf Wealth Management, LLC746KShares$28 Million5.66% of portfolio
-
Integrated Wealth Concepts LLC613KShares$23 Million0.3% of portfolio