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

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 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 7,630 shares of OSCV stock, worth $271,475. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,630
Previous 6,630 15.08%
Holding current value
$271,475
Previous $245 Million 8.43%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
62
Shares Held
19.2M
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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