Morris Financial Concepts, Inc. Opus Small Cap Value ETF Transaction History

Morris Financial Concepts, Inc.

$230 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$33.99 - $37.93 $163,933 - $182,936	4,823 New	4,823 $180,000

Others Institutions Holding OSCV

# of Institutions

54

Shares Held

17.3M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.51M
Shares

$155 Million
1.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.53M
Shares

$52.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$49.8 Million
0.07% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.42M
Shares

$48.9 Million
5.0% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.38M
Shares

$47.6 Million
4.33% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
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