Lord & Richards Wealth Management, LLC Opus Small Cap Value ETF Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 28,876 shares of OSCV stock, worth $1.06 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
28,876
Previous 21,094 36.89%
Holding current value
$1.06 Million
Previous $735 Million 41.84%
% of portfolio
1.09%
Previous 0.83%

Shares

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

Aug 05, 2025
BUY
$31.34 - $36.29 $243,887 - $282,408
7,782 Added 36.89%
28,876 $1.04 Billion
Q1 2025

May 02, 2025
BUY
$34.16 - $38.45 $441,722 - $497,196
12,931 Added 158.41%
21,094 $735 Million
Q4 2024

Jan 30, 2025
BUY
$36.89 - $40.88 $301,133 - $333,703
8,163 New
8,163 $302 Million

Others Institutions Holding OSCV

# of Institutions
68
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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