Wealth Shield Partners, LLC Opus Small Cap Value ETF Transaction History

Wealth Shield Partners, LLC

$761 Million
Q1 2025

A detailed history of Wealth Shield Partners, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 324 shares of OSCV stock, worth $11,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares

324

Holding current value

$11,126

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$34.16 - $38.45 $11,067 - $12,457	324 New	324 $11,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

17.7M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.51M
Shares

$155 Million
1.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.53M
Shares

$52.4 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$49.6 Million
0.07% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.42M
Shares

$48.7 Million
5.0% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.38M
Shares

$47.5 Million
4.33% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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Wealth Shield Partners, LLC Opus Small Cap Value ETF Transaction History