Kfg Wealth Management, LLC Opus Small Cap Value ETF Transaction History

Kfg Wealth Management, LLC

  • $390 Million
  • Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 395,286 shares of OSCV stock, worth $13.1 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
395,286
Previous 359,348 10.0%
Holding current value
$13.1 Million
Previous $13.3 Million 3.43%
% of portfolio
3.52%
Previous 3.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$34.16 - $38.45 $1.23 Million - $1.38 Million
35,938 Added 10.0%
395,286 $13.7 Million
Q4 2024

Jan 21, 2025
BUY
$36.89 - $40.88 $3.2 Million - $3.54 Million
86,669 Added 31.78%
359,348 $13.3 Million
Q3 2024

Oct 15, 2024
BUY
$33.99 - $37.93 $9.27 Million - $10.3 Million
272,679 New
272,679 $10.2 Million

Others Institutions Holding OSCV

# of Institutions
55
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About OPUS SMALL CAP VALUE ETF

OSCV Quotes by TradingView
  • Ticker OSCV
  • Sector ETFs
  • Industry ETFs
More about OSCV
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email