Heritage Wealth Management, Inc. Opus Small Cap Value ETF Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
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 6,630 shares of OSCV stock, worth $250,547. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,630Holding current value
$250,547% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
51Shares Held
14.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$163 Million2.58% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.53MShares$57.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.6 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$53.5 Million6.32% of portfolio
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Integrated Wealth Concepts LLC876KShares$33.1 Million0.42% of portfolio