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

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 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 $299,027. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,830
Previous 7,630 2.62%
Holding current value
$299,027
Previous $266 Million 6.33%
% 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
68
Shares Held
21M
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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email