Ever Source Wealth Advisors, LLC Opus Small Cap Value ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$33.99 - $37.93 $10,230 - $11,416	301 New	301 $11,000

Others Institutions Holding OSCV

# of Institutions

54

Shares Held

17.2M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.51M
Shares

$153 Million
1.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.53M
Shares

$51.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$48.9 Million
0.07% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.42M
Shares

$48.1 Million
5.0% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.38M
Shares

$46.8 Million
4.33% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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