Patriot Financial Group Insurance Agency, LLC Opus Small Cap Value ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$28.26 - $33.29 $3,193 - $3,761	-113 Reduced 8.96%	1,148 $33,000
Q4 2020 Jan 15, 2021	BUY	$23.36 - $28.06 $29,456 - $35,383	1,261 New	1,261 $35,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

12.9M

Call Options Held

Put Options Held

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

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