Guardian Wealth Advisors, LLC Opus Small Cap Value ETF Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 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 1,382,232 shares of OSCV stock, worth $49.8 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares

1,382,232

Previous 1,414,558 2.29%

Holding current value

$49.8 Million

Previous $53 Million 3.49%

% of portfolio

4.33%

Previous 6.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$36.89 - $40.88 $1.19 Million - $1.32 Million	-32,326 Reduced 2.29%	1,382,232 $51.1 Million
Q3 2024 Nov 14, 2024	BUY	$33.99 - $37.93 $1.82 Million - $2.03 Million	53,509 Added 3.93%	1,414,558 $53 Million
Q2 2024 Aug 14, 2024	BUY	$33.59 - $35.69 $1.15 Million - $1.22 Million	34,267 Added 2.58%	1,361,049 $47 Million
Q1 2024 May 15, 2024	BUY	$32.5 - $35.96 $1.08 Million - $1.2 Million	33,266 Added 2.57%	1,326,782 $47.7 Million
Q4 2023 Feb 14, 2024	BUY	$28.98 - $34.16 $378,073 - $445,651	13,046 Added 1.02%	1,293,516 $43.4 Million
Q3 2023 Nov 14, 2023	SELL	$30.33 - $33.26 $977,232 - $1.07 Million	-32,220 Reduced 2.45%	1,280,470 $38.8 Million
Q2 2023 Aug 14, 2023	BUY	$29.89 - $32.07 $540,620 - $580,050	18,087 Added 1.4%	1,312,690 $41.9 Million
Q1 2023 May 15, 2023	BUY	$29.81 - $33.5 $2.99 Million - $3.36 Million	100,324 Added 8.4%	1,294,603 $40.3 Million
Q4 2022 Feb 14, 2023	BUY	$29.02 - $32.8 $3.44 Million - $3.89 Million	118,656 Added 11.03%	1,194,279 $37 Million
Q3 2022 Nov 14, 2022	BUY	$28.26 - $32.96 $590,238 - $688,402	20,886 Added 1.98%	1,075,623 $30.5 Million
Q2 2022 Aug 15, 2022	BUY	$28.26 - $33.29 $22.4 Million - $26.4 Million	794,152 Added 304.76%	1,054,737 $30.4 Million
Q1 2022 May 16, 2022	BUY	$31.79 - $35.95 $2.79 Million - $3.16 Million	87,800 Added 50.81%	260,585 $8.61 Million
Q4 2021 May 16, 2022	BUY	$33.12 - $35.95 $1.57 Million - $1.71 Million	47,433 Added 37.84%	172,785 $6.11 Million
Q4 2021 Feb 14, 2022	BUY	$33.12 - $35.95 $4.15 Million - $4.51 Million	125,352 New	125,352 $4.43 Million

Others Institutions Holding OSCV

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

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Guardian Wealth Advisors, LLC Opus Small Cap Value ETF Transaction History