Beacon Financial Advisory LLC Alps ETF Tr Oshares U S Small Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

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 23,833 shares of OUSM stock, worth $985,494. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,833
Previous 11,040 115.88%
Holding current value
$985,494
Previous $482,000 107.68%
% of portfolio
0.34%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$41.26 - $44.98 $527,839 - $575,429
12,793 Added 115.88%
23,833 $1 Million
Q4 2024

Jan 27, 2025
BUY
$43.6 - $47.2 $187,131 - $202,582
4,292 Added 63.6%
11,040 $482,000
Q3 2024

Oct 30, 2024
BUY
$40.6 - $45.07 $273,968 - $304,132
6,748 New
6,748 $304,000

Others Institutions Holding OUSM

# of Institutions
119
Shares Held
13M
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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