Kfg Wealth Management, LLC Opus Small Cap Value ETF Transaction History

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 2025

A detailed history of Kfg Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 482,873 shares of OSCV stock, worth $18.2 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
482,873
Previous 431,187 11.99%
Holding current value
$18.2 Million
Previous $15.6 Million 18.56%
% of portfolio
3.91%
Previous 3.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$35.98 - $38.73 $1.86 Million - $2 Million
51,686 Added 11.99%
482,873 $18.5 Million
Q2 2025

Jul 14, 2025
BUY
$31.34 - $36.29 $1.13 Million - $1.3 Million
35,901 Added 9.08%
431,187 $15.6 Million
Q1 2025

Apr 11, 2025
BUY
$34.16 - $38.45 $1.23 Million - $1.38 Million
35,938 Added 10.0%
395,286 $13.7 Million
Q4 2024

Jan 21, 2025
BUY
$36.89 - $40.88 $3.2 Million - $3.54 Million
86,669 Added 31.78%
359,348 $13.3 Million
Q3 2024

Oct 15, 2024
BUY
$33.99 - $37.93 $9.27 Million - $10.3 Million
272,679 New
272,679 $10.2 Million

Others Institutions Holding OSCV

# of Institutions
69
Shares Held
21.2M
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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