Guardian Wealth Advisors, LLC Opus Small Cap Value ETF Transaction History
Guardian Wealth Advisors, LLC
- $754 Million
- Q2 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,361,049 shares of OSCV stock, worth $51.6 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
1,361,049
Previous 1,326,782
2.58%
Holding current value
$51.6 Million
Previous $47.7 Million
1.58%
% of portfolio
6.22%
Previous 6.66%
Shares
12 transactions
Others Institutions Holding OSCV
# of Institutions
44Shares Held
12.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.03MShares$153 Million2.66% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$54.7 Million0.07% of portfolio
-
Sugarloaf Wealth Management, LLC746KShares$28.3 Million5.66% of portfolio
-
Integrated Wealth Concepts LLC613KShares$23.2 Million0.3% of portfolio
-
First Heartland Consultants, Inc.536KShares$20.3 Million1.29% of portfolio