United Advisor Group, LLC Opus Small Cap Value ETF Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 176,214 shares of OSCV stock, worth $6.07 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
176,214
Previous 150,652
16.97%
Holding current value
$6.07 Million
Previous $5.64 Million
15.55%
% of portfolio
1.37%
Previous 1.34%
Shares
4 transactions
Others Institutions Holding OSCV
# of Institutions
54Shares Held
17.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.51MShares$155 Million1.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.53MShares$52.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$49.8 Million0.07% of portfolio
-
Diversified Enterprises, LLC Wilmington, DE1.42MShares$48.9 Million5.0% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.38MShares$47.6 Million4.33% of portfolio