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 $4,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130

Holding current value

$4,782

% 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

21.8M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.14M
Shares

$189 Million
1.54% of portfolio
Integrated Wealth Concepts LLC

2.21M
Shares

$81.2 Million
0.83% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.7M
Shares

$62.6 Million
4.38% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.53M
Shares

$56.5 Million
4.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.1 Million
0.07% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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