Mai Capital Management Opus Small Cap Value ETF Transaction History

Mai Capital Management

$13.2 Billion
Q4 2024

A detailed history of Mai Capital Management transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Mai Capital Management holds 4,857 shares of OSCV stock, worth $175,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,857

Holding current value

$175,094

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$36.89 - $40.88 $179,174 - $198,554	4,857 New	4,857 $179,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.51M
Shares

$163 Million
1.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.53M
Shares

$55 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$52.1 Million
0.07% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.42M
Shares

$51.2 Million
5.0% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.38M
Shares

$49.8 Million
4.33% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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Mai Capital Management Opus Small Cap Value ETF Transaction History