Sugarloaf Wealth Management, LLC Opus Small Cap Value ETF Call Options Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OSCV

# of Institutions

49

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$173 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$57.7 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$56.5 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$35 Million
0.42% of portfolio
First Heartland Consultants, Inc.

536K
Shares

$21.4 Million
2.16% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.