First Heartland Consultants, Inc. Opus Small Cap Value ETF Transaction History
First Heartland Consultants, Inc.
- $963 Million
- Q1 2024
A detailed history of First Heartland Consultants, Inc. transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 519,550 shares of OSCV stock, worth $17.9 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
519,550
Previous 485,739
6.96%
Holding current value
$17.9 Million
Previous $16.3 Million
14.57%
% of portfolio
1.94%
Previous 1.97%
Shares
10 transactions
Others Institutions Holding OSCV
# of Institutions
36Shares Held
9.29MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.78MShares$130 Million2.74% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.33MShares$45.8 Million6.66% of portfolio
-
Sugarloaf Wealth Management, LLC732KShares$25.2 Million6.05% of portfolio
-
Brogan Financial, Inc. Knoxville, TN460KShares$15.9 Million10.92% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL445KShares$15.4 Million0.02% of portfolio