Sugarloaf Wealth Management, LLC Opus Small Cap Value ETF Call Options Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OSCV

# of Institutions

44

Shares Held

12.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.03M
Shares

$151 Million
2.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$54.2 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.36M
Shares

$51.1 Million
6.22% of portfolio
Integrated Wealth Concepts LLC

613K
Shares

$23 Million
0.3% of portfolio
First Heartland Consultants, Inc.

536K
Shares

$20.1 Million
1.29% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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