Axxcess Wealth Management, LLC Alps ETF Tr Oshares U S Qualit Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$46.85 - $50.14 $284,988 - $305,001	6,083 Added 37.86%	22,152 $1.1 Million
Q1 2024 May 14, 2024	SELL	$45.74 - $49.41 $26,895 - $29,053	-588 Reduced 3.53%	16,069 $793,000
Q4 2023 Feb 06, 2024	BUY	$40.56 - $46.09 $1,379 - $1,567	34 Added 0.2%	16,657 $767,000
Q3 2023 Nov 14, 2023	SELL	$41.93 - $45.06 $1,844 - $1,982	-44 Reduced 0.26%	16,623 $697,000
Q2 2023 Aug 08, 2023	SELL	$41.51 - $43.99 $9,215 - $9,765	-222 Reduced 1.31%	16,667 $733,000
Q1 2023 May 03, 2023	SELL	$39.88 - $43.24 $1,595 - $1,729	-40 Reduced 0.24%	16,889 $711,000
Q4 2022 Feb 14, 2023	SELL	$37.02 - $43.35 $30,097 - $35,243	-813 Reduced 4.58%	16,929 $701,000
Q3 2022 Nov 14, 2022	SELL	$37.02 - $43.32 $30,541 - $35,739	-825 Reduced 4.44%	17,742 $657,000
Q2 2022 Aug 11, 2022	BUY	$38.45 - $44.61 $713,901 - $828,273	18,567 New	18,567 $749,000

Others Institutions Holding OUSA

# of Institutions

134

Shares Held

7.4M

Call Options Held

0

Put Options Held

0

About ALPS ETF TR OSHARES U S QUALIT

Ticker OUSA
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