Sugarloaf Wealth Management, LLC Opus Small Cap Value ETF Call Options Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding OSCV
# of Institutions
42Shares Held
11.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.03MShares$150 Million2.66% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$50.7 Million6.22% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.35MShares$50.3 Million0.07% of portfolio
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Integrated Wealth Concepts LLC613KShares$22.8 Million0.3% of portfolio
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First Heartland Consultants, Inc.536KShares$20 Million1.29% of portfolio