Guardian Wealth Advisors, LLC Opus Small Cap Value ETF Transaction History
Guardian Wealth Advisors, LLC
- $717 Million
- Q1 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,326,782 shares of OSCV stock, worth $45.8 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
1,326,782
Previous 1,293,516
2.57%
Holding current value
$45.8 Million
Previous $43.4 Million
9.87%
% of portfolio
6.66%
Previous 7.15%
Shares
11 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
-
Sugarloaf Wealth Management, LLC732KShares$25.2 Million6.05% of portfolio
-
First Heartland Consultants, Inc.520KShares$17.9 Million1.94% 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