Number of Shares
76,178.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
1.43%
Total Estimate Gain
$79,273.26
% of Total Estimate Gain
2.91%

Financial Guidance Group, Inc.'s Opus Small Cap Value Plus ETF Holding Summary

As of 2025-03-31, Financial Guidance Group, Inc. held 76,178.00 shares of Opus Small Cap Value Plus ETF(OSCV), totaling $2.65 Mil. This investment constitutes 1.43% of their stock portfolio, and Financial Guidance Group, Inc. now holds 0.51% of the outstanding Opus Small Cap Value Plus ETF(OSCV) stock.

The initial trade took place in 2024Q2. And since then Financial Guidance Group, Inc. has made 4 purchases of OSCV, at an average price of $35.70, for a total of 76,178.00 shares. Based on historical transaction data and OSCV's current price of $36.74, Financial Guidance Group, Inc.'s estimated gain on his OSCV holdings is $79,273.26, reflecting a 2.91% gain to date.

Financial Guidance Group, Inc. OSCV ($36.74) Holding Chart

Financial Guidance Group, Inc. OSCV ($36.74) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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