Kfg Wealth Management, LLC Opus Small Cap Value ETF Transaction History

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 359,348 shares of OSCV stock, worth $13 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
359,348
Previous 272,679 31.78%
Holding current value
$13 Million
Previous $10.2 Million 30.17%
% of portfolio
3.45%
Previous 2.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$36.89 - $40.88 $3.2 Million - $3.54 Million
86,669 Added 31.78%
359,348 $13.3 Million
Q3 2024

Oct 15, 2024
BUY
$33.99 - $37.93 $9.27 Million - $10.3 Million
272,679 New
272,679 $10.2 Million

Others Institutions Holding OSCV

# of Institutions
54
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About OPUS SMALL CAP VALUE ETF

OSCV Quotes by TradingView
  • Ticker OSCV
  • Sector ETFs
  • Industry ETFs
More about OSCV
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