Wr Wealth Planners, LLC Opus Small Cap Value ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
49Shares Held
12.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$173 Million2.58% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$57.7 Million0.07% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$56.5 Million6.32% of portfolio
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Integrated Wealth Concepts LLC876KShares$35 Million0.42% of portfolio
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Sugarloaf Wealth Management, LLC746KShares$29.8 Million5.66% of portfolio