Beacon Financial Advisory LLC Alps ETF Tr Oshares U S Small Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 11,040 shares of OUSM stock, worth $467,212. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,040
Previous 6,748
63.6%
Holding current value
$467,212
Previous $304,000
58.55%
% of portfolio
0.17%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding OUSM
# of Institutions
123Shares Held
13.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$77.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.24MShares$52.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA777KShares$32.9 Million0.01% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$32.8 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.773KShares$32.7 Million0.22% of portfolio