Safe Harbor Fiduciary, LLC Opus Small Cap Value ETF Transaction History

Safe Harbor Fiduciary, LLC

$107 Billion
Q3 2024

A detailed history of Safe Harbor Fiduciary, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 6 shares of OSCV stock, worth $223. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$223

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$33.99 - $37.93 $203 - $227	6 New	6 $225,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

12.9M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.32M
Shares

$161 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.7 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$52.6 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$32.6 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$27.8 Million
5.66% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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