Retirement Planning Group Opus Small Cap Value ETF Transaction History

Retirement Planning Group

$1.66 Billion
Q4 2024

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 20,060 shares of OSCV stock, worth $743,824. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,060

Holding current value

$743,824

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$36.89 - $40.88 $740,013 - $820,052	20,060 New	20,060 $742,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.51M
Shares

$167 Million
1.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.53M
Shares

$56.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.6 Million
0.07% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.42M
Shares

$52.6 Million
5.0% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.38M
Shares

$51.3 Million
4.33% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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Retirement Planning Group Opus Small Cap Value ETF Transaction History