Morris Financial Concepts, Inc. Opus Small Cap Value ETF Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 4,823 shares of OSCV stock, worth $181,055. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,823Holding current value
$181,055% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
44Shares Held
12.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.03MShares$151 Million2.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.2 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$51.1 Million6.22% of portfolio
-
Sugarloaf Wealth Management, LLC746KShares$28 Million5.66% of portfolio
-
Integrated Wealth Concepts LLC613KShares$23 Million0.3% of portfolio