Second Half Financial Partners, LLC Opus Small Cap Value ETF Transaction History
Second Half Financial Partners, LLC
- $138 Million
- Q3 2025
A detailed history of Second Half Financial Partners, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 18,171 shares of OSCV stock, worth $668,511. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,171
Previous 18,907
3.89%
Holding current value
$668,511
Previous $682,000
1.76%
% of portfolio
0.5%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding OSCV
# of Institutions
73Shares Held
21.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.14MShares$189 Million1.54% of portfolio
-
Integrated Wealth Concepts LLC2.21MShares$81.2 Million0.83% of portfolio
-
Diversified Enterprises, LLC Wilmington, DE1.7MShares$62.6 Million4.38% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.53MShares$56.5 Million4.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.1 Million0.07% of portfolio