Integrated Wealth Concepts LLC OSCV Holdings History
Integrated Wealth Concepts LLC's Opus Small Cap Value Plus ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 1.42 Mil shares of Opus Small Cap Value Plus ETF(OSCV), totaling $49.44 Mil. This investment constitutes 0.58% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 9.25% of the outstanding Opus Small Cap Value Plus ETF(OSCV) stock.
The initial trade took place in 2023Q4. And since then Integrated Wealth Concepts LLC has made 6 purchases of OSCV, at an average price of $35.67, for a total of 1.42 Mil shares. Based on historical transaction data and OSCV's current price of $36.60, Integrated Wealth Concepts LLC's estimated gain on his OSCV holdings is $1.33 Mil, reflecting a 2.62% gain to date.
Integrated Wealth Concepts LLC OSCV ($36.60) Holding Chart
Integrated Wealth Concepts LLC OSCV ($36.60) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
