Cwm, LLC Opus Small Cap Value ETF Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Cwm, LLC holds 130 shares of OSCV stock, worth $4,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130

Holding current value

$4,891

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$35.98 - $38.73 $4,677 - $5,034	130 New	130 $5,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

21.2M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.25M
Shares

$197 Million
1.7% of portfolio
Integrated Wealth Concepts LLC

1.97M
Shares

$74.1 Million
0.77% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.7M
Shares

$64.1 Million
0.02% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.7M
Shares

$64 Million
4.38% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.48M
Shares

$55.8 Million
4.04% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Account