True Wealth Advisors, LLC Opus Small Cap Value ETF Put Options Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$153 Million
2.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$54.7 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.36M
Shares

$51.6 Million
6.22% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$28.3 Million
5.66% of portfolio
Integrated Wealth Concepts LLC

613K
Shares

$23.2 Million
0.3% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.