Fiduciary Planning LLC Opus Small Cap Value ETF Transaction History
Fiduciary Planning LLC
- $235 Million
- Q4 2024
Shares
10 transactions
Others Institutions Holding OSCV
# of Institutions
52Shares Held
14.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$161 Million2.58% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.53MShares$56.9 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.8 Million0.07% of portfolio
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Diversified Enterprises, LLC Wilmington, DE1.42MShares$52.9 Million5.0% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$52.7 Million6.32% of portfolio