A detailed history of Beam Wealth Advisors, Inc. transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 19,566 shares of OUSM stock, worth $908,645. This represents 0.27% of its overall portfolio holdings.

Number of Shares
19,566
Previous 13,982 39.94%
Holding current value
$908,645
Previous $576,000 52.95%
% of portfolio
0.27%
Previous 0.19%

Shares

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

Nov 04, 2024

BUY
$40.6 - $45.07 $226,710 - $251,670
5,584 Added 39.94%
19,566 $881,000
Q2 2024

Aug 07, 2024

BUY
$39.56 - $42.45 $553,127 - $593,535
13,982 New
13,982 $576,000

Others Institutions Holding OUSM

About ALPS ETF TR OSHARES U S SMALL


  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.