Lord & Richards Wealth Management, LLC Opus Small Cap Value ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 8,163 shares of OSCV stock, worth $307,826. This represents 0.64% of its overall portfolio holdings.
Number of Shares
8,163Holding current value
$307,826% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
48Shares Held
13.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$163 Million2.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.5 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$53.3 Million6.32% of portfolio
-
Integrated Wealth Concepts LLC876KShares$33 Million0.42% of portfolio
-
Sugarloaf Wealth Management, LLC760KShares$28.6 Million5.85% of portfolio