First Heartland Consultants, Inc. OSCV Holdings History
First Heartland Consultants, Inc.'s Opus Small Cap Value Plus ETF Holding Summary
As of 2025-03-31, First Heartland Consultants, Inc. held 566,643.00 shares of Opus Small Cap Value Plus ETF(OSCV), totaling $19.75 Mil. This investment constitutes 2.04% of their stock portfolio, and First Heartland Consultants, Inc. now holds 3.7% of the outstanding Opus Small Cap Value Plus ETF(OSCV) stock.
The initial trade took place in 2021Q4. And since then First Heartland Consultants, Inc. has made 10 purchases of OSCV, at an average price of $34.46, for a total of 732,143.00 shares. In addition, there have been 4 sales at an average price of $31.51 for 165,500.00 shares. Based on historical transaction data and OSCV's current price of $36.59, First Heartland Consultants, Inc.'s estimated gain on his OSCV holdings is $717,484.91, reflecting a 2.84% gain to date.
First Heartland Consultants, Inc. OSCV ($36.59) Holding Chart
First Heartland Consultants, Inc. OSCV ($36.59) 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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