Sugarloaf Wealth Management, LLC OSCV Holdings History
Sugarloaf Wealth Management, LLC's Opus Small Cap Value Plus ETF Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 759,689.00 shares of Opus Small Cap Value Plus ETF(OSCV), totaling $28.10 Mil. This investment constitutes 5.32% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 5.85% of the outstanding Opus Small Cap Value Plus ETF(OSCV) stock.
The initial trade took place in 2021Q3. And since then Sugarloaf Wealth Management, LLC has made 11 purchases of OSCV, at an average price of $32.31, for a total of 1.16 Mil shares. In addition, there have been 3 sales at an average price of $31.68 for 403,132.00 shares. Based on historical transaction data and OSCV's current price of $36.64, Sugarloaf Wealth Management, LLC's estimated gain on his OSCV holdings is $3.04 Mil, reflecting a 8.08% gain to date.
Sugarloaf Wealth Management, LLC OSCV ($36.64) Holding Chart
Sugarloaf Wealth Management, LLC OSCV ($36.64) 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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