Aptus Capital Advisors, LLC Opus Small Cap Value ETF Transaction History
Aptus Capital Advisors, LLC
- $5.23 Billion
- Q2 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 4,027,941 shares of OSCV stock, worth $150 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
4,027,941
Previous 3,776,800
6.65%
Holding current value
$150 Million
Previous $136 Million
2.32%
% of portfolio
2.66%
Previous 2.74%
Shares
23 transactions
Others Institutions Holding OSCV
# of Institutions
42Shares Held
11.6MCall Options Held
0Put Options Held
0-
Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$50.7 Million6.22% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.35MShares$50.3 Million0.07% of portfolio
-
Sugarloaf Wealth Management, LLC737KShares$27.5 Million5.52% of portfolio
-
Integrated Wealth Concepts LLC613KShares$22.8 Million0.3% of portfolio
-
First Heartland Consultants, Inc.536KShares$20 Million1.29% of portfolio