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

$175 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$58.6 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$57.4 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$35.5 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$30.3 Million
5.66% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.