Wfa Of San Diego, LLC Opus Small Cap Value ETF Transaction History

Wfa Of San Diego, LLC

$109 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 18, 2020	BUY	$17.27 - $23.75 $246,097 - $338,437	14,250 New	14,250 $392,000

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
Sugarloaf Wealth Management, LLC

746K
Shares

$28 Million
5.66% of portfolio
Integrated Wealth Concepts LLC

613K
Shares

$23 Million
0.3% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
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