Waterloo Capital, L.P. Opus Small Cap Value ETF Transaction History
Waterloo Capital, L.P.
- $949 Billion
- Q4 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 356,883 shares of OSCV stock, worth $13.2 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
356,883
Previous 345,612
3.26%
Holding current value
$13.2 Million
Previous $12.9 Billion
1.99%
% of portfolio
1.39%
Previous 1.41%
Shares
9 transactions
Others Institutions Holding OSCV
# of Institutions
56Shares Held
17.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.51MShares$167 Million1.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.53MShares$56.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.4 Million0.07% of portfolio
-
Diversified Enterprises, LLC Wilmington, DE1.42MShares$52.5 Million5.0% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.38MShares$51.1 Million4.33% of portfolio