Raleigh Capital Management Inc. Opus Small Cap Value ETF Transaction History

Raleigh Capital Management Inc.

$253 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$33.59 - $35.69 $205,436 - $218,280	-6,116 Reduced 90.73%	625 $21,000
Q1 2024 May 13, 2024	BUY	$32.5 - $35.96 $219,082 - $242,406	6,741 New	6,741 $242,000

Others Institutions Holding OSCV

# of Institutions

48

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$164 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$54.8 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$53.6 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$33.2 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

760K
Shares

$28.8 Million
5.85% of portfolio

About OPUS SMALL CAP VALUE ETF

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