Lord & Richards Wealth Management, LLC Opus Small Cap Value ETF Call Options Transaction History

Lord & Richards Wealth Management, LLC

$95.7 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OSCV

# of Institutions

65

Shares Held

19.7M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

5.25M
Shares

$192 Million
1.7% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.63M
Shares

$59.9 Million
0.02% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.62M
Shares

$59.4 Million
4.37% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$52.9 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.43M
Shares

$52.2 Million
4.28% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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