Geneos Wealth Management Inc. Opus Small Cap Value ETF Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding OSCV
# of Institutions
48Shares Held
13.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$163 Million2.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.5 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$53.3 Million6.32% of portfolio
-
Integrated Wealth Concepts LLC876KShares$33 Million0.42% of portfolio
-
Sugarloaf Wealth Management, LLC760KShares$28.6 Million5.85% of portfolio