Wr Wealth Planners, LLC Opus Small Cap Value ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2024	BUY	$29.89 - $32.07 $10,461 - $11,224	350 New	350 $11.2 Million

Others Institutions Holding OSCV

# of Institutions

45

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$173 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$57.6 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.36M
Shares

$54.3 Million
6.22% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$29.8 Million
5.66% of portfolio
Integrated Wealth Concepts LLC

613K
Shares

$24.5 Million
0.3% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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