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 $685,380. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,644
Previous 20,060
2.91%
Holding current value
$685,380
Previous $742,000
3.37%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding OSCV
# of Institutions
55Shares Held
17.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.51MShares$150 Million1.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.53MShares$50.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$48 Million0.07% of portfolio
-
Diversified Enterprises, LLC Wilmington, DE1.42MShares$47.1 Million5.0% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.38MShares$45.9 Million4.33% of portfolio