Heritage Wealth Management, Inc. Opus Small Cap Value ETF Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,830 shares of OSCV stock, worth $288,065. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,830
Previous 7,830 -0.0%
Holding current value
$288,065
Previous $283 Million 5.87%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$31.34 - $36.29 $6,268 - $7,258
200 Added 2.62%
7,830 $283 Million
Q1 2025

Apr 29, 2025
BUY
$34.16 - $38.45 $34,160 - $38,450
1,000 Added 15.08%
7,630 $266 Million
Q4 2024

Feb 05, 2025
BUY
$36.89 - $40.88 $244,580 - $271,034
6,630 New
6,630 $245 Million

Others Institutions Holding OSCV

# of Institutions
72
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About OPUS SMALL CAP VALUE ETF

OSCV Quotes by TradingView
  • Ticker OSCV
  • Sector ETFs
  • Industry ETFs
More about OSCV
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