Retirement Planning Group Opus Small Cap Value ETF Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Retirement Planning Group holds 15,185 shares of OSCV stock, worth $558,656. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,185
Previous 19,582
22.45%
Holding current value
$558,656
Previous $707,000
17.96%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding OSCV
# of Institutions
72Shares Held
21.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.14MShares$189 Million1.54% of portfolio
-
Integrated Wealth Concepts LLC2.21MShares$81.2 Million0.83% of portfolio
-
Diversified Enterprises, LLC Wilmington, DE1.7MShares$62.6 Million4.38% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.53MShares$56.5 Million4.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.1 Million0.07% of portfolio