Barnes Pettey Financial Advisors, LLC Alps ETF Tr Oshares U S Small Transaction History

Barnes Pettey Financial Advisors, LLC

  • $125 Million
  • Q3 2024

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 67,417 shares of OUSM stock, worth $3.09 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
67,417
Previous 62,816 7.32%
Holding current value
$3.09 Million
Previous $2.59 Million 17.34%
% of portfolio
2.43%
Previous 2.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$40.6 - $45.07 $186,800 - $207,367
4,601 Added 7.32%
67,417 $3.04 Million
Q2 2024

Jul 18, 2024
SELL
$39.56 - $42.45 $11,037 - $11,843
-279 Reduced 0.44%
62,816 $2.59 Million
Q1 2024

May 06, 2024
SELL
$38.28 - $42.57 $218,349 - $242,819
-5,704 Reduced 8.29%
63,095 $2.69 Million
Q4 2023

Feb 08, 2024
BUY
$33.36 - $39.44 $385,574 - $455,847
11,558 Added 20.19%
68,799 $2.7 Million
Q3 2023

Nov 01, 2023
SELL
$34.88 - $37.73 $16,044 - $17,355
-460 Reduced 0.8%
57,241 $2.01 Million
Q2 2023

Aug 02, 2023
BUY
$34.02 - $36.7 $39,837 - $42,975
1,171 Added 2.07%
57,701 $2.12 Million
Q1 2023

May 11, 2023
BUY
$33.63 - $37.55 $37,228 - $41,567
1,107 Added 2.0%
56,530 $2 Million
Q4 2022

Jan 27, 2023
BUY
$30.41 - $35.41 $1.69 Million - $1.96 Million
55,423 New
55,423 $1.86 Million

Others Institutions Holding OUSM

# of Institutions
103
Shares Held
9.89M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR OSHARES U S SMALL

OUSM Quotes by TradingView
  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
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