Lord & Richards Wealth Management, LLC Opus Small Cap Value ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 8,163 shares of OSCV stock, worth $296,072. This represents 0.64% of its overall portfolio holdings.
Number of Shares
8,163Holding current value
$296,072% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding OSCV
# of Institutions
54Shares Held
17.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.51MShares$164 Million1.87% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.53MShares$55.4 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$52.4 Million0.07% of portfolio
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Diversified Enterprises, LLC Wilmington, DE1.42MShares$51.5 Million5.0% of portfolio
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Guardian Wealth Advisors, LLC Raleigh, NC1.38MShares$50.1 Million4.33% of portfolio