Moisand Fitzgerald Tamayo, LLC Opus Small Cap Value ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

$702 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 16, 2020	SELL	$25.29 - $27.19 $74,251 - $79,829	-2,936 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$24.52 - $26.1 $71,990 - $76,629	2,936 New	2,936 $35,000

Others Institutions Holding OSCV

# of Institutions

49

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$159 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$51.9 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$32.1 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$27.4 Million
5.66% of portfolio

About OPUS SMALL CAP VALUE ETF

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