Atria Investments LLC Opus Small Cap Value ETF Transaction History

Atria Investments LLC

$7.36 Billion
Q2 2024

A detailed history of Atria Investments LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Atria Investments LLC holds 24,287 shares of OSCV stock, worth $920,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,287

Holding current value

$920,477

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$33.59 - $35.69 $815,800 - $866,803	24,287 New	24,287 $837,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

12.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.03M
Shares

$153 Million
2.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$54.7 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.36M
Shares

$51.6 Million
6.22% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$28.3 Million
5.66% of portfolio
Integrated Wealth Concepts LLC

613K
Shares

$23.2 Million
0.3% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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Atria Investments LLC Opus Small Cap Value ETF Transaction History