Retirement Planning Group Opus Small Cap Value ETF Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 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 20,644 shares of OSCV stock, worth $732,036. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,644
Previous 20,060
2.91%
Holding current value
$732,036
Previous $742,000
3.37%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding OSCV
# of Institutions
62Shares Held
19.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.87MShares$173 Million1.89% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$57.9 Million0.02% of portfolio
-
Diversified Enterprises, LLC Wilmington, DE1.52MShares$53.8 Million4.45% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$51.2 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.43MShares$50.6 Million4.28% of portfolio