United Advisor Group, LLC Opus Small Cap Value ETF Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 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 150,652 shares of OSCV stock, worth $5.63 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
150,652
Previous 127,083
18.55%
Holding current value
$5.63 Million
Previous $4.38 Million
28.67%
% of portfolio
1.34%
Previous 1.44%
Shares
3 transactions
Others Institutions Holding OSCV
# of Institutions
49Shares Held
12.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.32MShares$161 Million2.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.44MShares$53.9 Million0.07% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC1.41MShares$52.8 Million6.32% of portfolio
-
Integrated Wealth Concepts LLC876KShares$32.7 Million0.42% of portfolio
-
Sugarloaf Wealth Management, LLC746KShares$27.9 Million5.66% of portfolio