Fiduciary Planning LLC Opus Small Cap Value ETF Transaction History
Fiduciary Planning LLC
- $205 Million
- Q2 2024
Shares
10 transactions
Others Institutions Holding OSCV
# of Institutions
42Shares Held
11.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.03MShares$150 Million2.66% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$50.8 Million6.22% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.35MShares$50.4 Million0.07% of portfolio
-
Sugarloaf Wealth Management, LLC737KShares$27.5 Million5.52% of portfolio
-
Integrated Wealth Concepts LLC613KShares$22.9 Million0.3% of portfolio