Wfa Of San Diego, LLC Opus Small Cap Value ETF Transaction History

Wfa Of San Diego, LLC

$94.5 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 18, 2020	BUY	$17.27 - $23.75 $246,097 - $338,437	14,250 New	14,250 $392,000

Others Institutions Holding OSCV

# of Institutions

36

Shares Held

9.39M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

3.78M
Shares

$130 Million
2.74% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.33M
Shares

$45.6 Million
6.66% of portfolio
Sugarloaf Wealth Management, LLC

732K
Shares

$25.1 Million
6.05% of portfolio
First Heartland Consultants, Inc.

520K
Shares

$17.8 Million
1.94% of portfolio
Brogan Financial, Inc. Knoxville, TN

460K
Shares

$15.8 Million
10.92% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
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