Umb Bank, N.A. Opus Small Cap Value ETF Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$29.89 - $32.07 $5,439 - $5,836	182 Added 80.53%	408 $13,000
Q1 2023 Apr 11, 2023	BUY	$29.81 - $33.5 $6,737 - $7,571	226 New	226 $7,000

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
Sugarloaf Wealth Management, LLC

746K
Shares

$29.8 Million
5.66% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
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