Aptus Capital Advisors, LLC Opus Small Cap Value ETF Transaction History
Aptus Capital Advisors, LLC
- $4.95 Billion
- Q1 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 3,776,800 shares of OSCV stock, worth $130 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
3,776,800
Previous 3,309,386
14.12%
Holding current value
$130 Million
Previous $111 Million
22.25%
% of portfolio
2.74%
Previous 3.16%
Shares
22 transactions
Others Institutions Holding OSCV
# of Institutions
36Shares Held
9.29MCall Options Held
0Put Options Held
0-
Guardian Wealth Advisors, LLC Raleigh, NC1.33MShares$45.8 Million6.66% of portfolio
-
Sugarloaf Wealth Management, LLC732KShares$25.2 Million6.05% of portfolio
-
First Heartland Consultants, Inc.520KShares$17.9 Million1.94% of portfolio
-
Brogan Financial, Inc. Knoxville, TN460KShares$15.9 Million10.92% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL445KShares$15.4 Million0.02% of portfolio