Sugarloaf Wealth Management, LLC Opus Small Cap Value ETF Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 731,624 shares of OSCV stock, worth $25.2 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
731,624
Previous 690,200
6.0%
Holding current value
$25.2 Million
Previous $23.2 Million
13.55%
% of portfolio
6.05%
Previous 5.82%
Shares
18 transactions
Others Institutions Holding OSCV
# of Institutions
36Shares Held
9.29MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.78MShares$130 Million2.74% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.33MShares$45.8 Million6.66% of portfolio
-
First Heartland Consultants, Inc.520KShares$17.9 Million1.94% of portfolio
-
Brogan Financial, Inc. Knoxville, TN460KShares$15.9 Million10.92% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL445KShares$15.4 Million0.02% of portfolio