Waterloo Capital, L.P. Opus Small Cap Value ETF Transaction History
Waterloo Capital, L.P.
- $916 Billion
- Q3 2024
A detailed history of Waterloo Capital, L.P. transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 345,612 shares of OSCV stock, worth $13.1 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
345,612
Previous 322,024
7.32%
Holding current value
$13.1 Million
Previous $11.1 Billion
16.5%
% of portfolio
1.41%
Previous 1.33%
Shares
8 transactions
Others Institutions Holding OSCV
# of Institutions
51Shares Held
14.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$163 Million2.58% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.53MShares$57.7 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.6 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$53.5 Million6.32% of portfolio
-
Integrated Wealth Concepts LLC876KShares$33.1 Million0.42% of portfolio