Axim Planning & Wealth Opus Small Cap Value ETF Transaction History

Axim Planning & Wealth

$88.8 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$28.26 - $32.96 $4,747 - $5,537	-168 Reduced 2.25%	7,299 $207,000
Q2 2022 Oct 13, 2022	BUY	$28.26 - $33.29 $211,017 - $248,576	7,467 New	7,467 $215,000

Others Institutions Holding OSCV

# of Institutions

49

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$175 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$58.6 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$57.4 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$35.5 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$30.3 Million
5.66% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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