Whittier Trust CO Opus Small Cap Value ETF Transaction History

Whittier Trust CO

$8.96 Billion
Q4 2025

A detailed history of Whittier Trust CO transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Whittier Trust CO holds 1,005 shares of OSCV stock, worth $36,973. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,005

Holding current value

$36,973

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$36.7 - $38.25 $36,883 - $38,441	1,005 New	1,005 $36,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

22.2M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.14M
Shares

$189 Million
1.54% of portfolio
Integrated Wealth Concepts LLC

2.21M
Shares

$81.2 Million
0.83% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.78M
Shares

$65.7 Million
3.93% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.53M
Shares

$56.5 Million
4.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$53.1 Million
0.07% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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