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 $177,534. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,823Holding current value
$177,534% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
49Shares Held
12.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$159 Million2.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.2 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$52.1 Million6.32% of portfolio
-
Integrated Wealth Concepts LLC876KShares$32.2 Million0.42% of portfolio
-
Sugarloaf Wealth Management, LLC760KShares$28 Million5.85% of portfolio