Wr Wealth Planners, LLC Opus Small Cap Value ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
45Shares Held
12.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$173 Million2.58% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$57.6 Million0.07% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$54.3 Million6.22% of portfolio
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Sugarloaf Wealth Management, LLC746KShares$29.8 Million5.66% of portfolio
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Integrated Wealth Concepts LLC613KShares$24.5 Million0.3% of portfolio