True Wealth Advisors, LLC Opus Small Cap Value ETF Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 75,489 shares of OSCV stock, worth $2.81 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
75,489
Previous 82,443
8.43%
Holding current value
$2.81 Million
Previous $2.96 Million
12.15%
% of portfolio
1.05%
Previous 1.23%
Shares
6 transactions
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
-
Guardian Wealth Advisors, LLC Raleigh, NC1.36MShares$50.7 Million6.22% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.35MShares$50.3 Million0.07% of portfolio
-
Sugarloaf Wealth Management, LLC737KShares$27.5 Million5.52% of portfolio
-
Integrated Wealth Concepts LLC613KShares$22.8 Million0.3% of portfolio