Nelson, Van Denburg & Campbell Wealth Management Group, LLC Opus Small Cap Value ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	SELL	$30.33 - $33.26 $61,600 - $67,551	-2,031 Reduced 68.8%	921 $27,000
Q2 2023 Jul 19, 2023	SELL	$29.89 - $32.07 $55,655 - $59,714	-1,862 Reduced 38.68%	2,952 $94,000
Q1 2023 May 10, 2023	BUY	$29.81 - $33.5 $143,505 - $161,269	4,814 New	4,814 $149,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

17.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.51M
Shares

$167 Million
1.87% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.53M
Shares

$56.5 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.4 Million
0.07% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.42M
Shares

$52.5 Million
5.0% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.38M
Shares

$51.1 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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