Axiom Financial Strategies, LLC Alps ETF Tr Oshares U S Small Transaction History
Axiom Financial Strategies, LLC
- $157 Million
- Q1 2024
A detailed history of Axiom Financial Strategies, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 98,921 shares of OUSM stock, worth $4.02 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
98,921
Previous 100,352
1.43%
Holding current value
$4.02 Million
Previous $3.93 Million
7.12%
% of portfolio
2.68%
Previous 2.55%
Shares
3 transactions
Others Institutions Holding OUSM
# of Institutions
84Shares Held
7.9MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.17MShares$47.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY779KShares$31.6 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.597KShares$24.2 Million0.23% of portfolio
-
Ubs Group Ag554KShares$22.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA536KShares$21.8 Million0.01% of portfolio