A detailed history of True Wealth Advisors, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 69,162 shares of OSCV stock, worth $2.62 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
69,162
Previous 75,489 8.38%
Holding current value
$2.62 Million
Previous $2.6 Million 0.54%
% of portfolio
0.95%
Previous 1.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$33.99 - $37.93 $215,054 - $239,983
-6,327 Reduced 8.38%
69,162 $2.59 Million
Q2 2024

Jul 24, 2024

SELL
$33.59 - $35.69 $233,584 - $248,188
-6,954 Reduced 8.43%
75,489 $2.6 Million
Q1 2024

Apr 23, 2024

SELL
$32.5 - $35.96 $2.81 Million - $3.11 Million
-86,385 Reduced 51.17%
82,443 $2.96 Million
Q4 2023

Feb 08, 2024

BUY
$28.98 - $34.16 $217,900 - $256,849
7,519 Added 4.66%
168,828 $5.67 Million
Q3 2023

Nov 07, 2023

BUY
$30.33 - $33.26 $220,347 - $241,633
7,265 Added 4.72%
161,309 $4.89 Million
Q2 2023

Jul 31, 2023

BUY
$29.89 - $32.07 $581,928 - $624,370
19,469 Added 14.47%
154,044 $4.92 Million
Q1 2023

Apr 19, 2023

BUY
$29.81 - $33.5 $4.01 Million - $4.51 Million
134,575 New
134,575 $4.19 Million

Others Institutions Holding OSCV

About OPUS SMALL CAP VALUE ETF


  • Ticker OSCV
  • Sector ETFs
  • Industry ETFs
More about OSCV
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