Beam Wealth Advisors, Inc. Alps ETF Tr Oshares U S Small Transaction History
Beam Wealth Advisors, Inc.
- $289 Million
- Q1 2025
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 28,871 shares of OUSM stock, worth $1.23 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
28,871
Previous 23,227
24.3%
Holding current value
$1.23 Million
Previous $1.01 Million
19.63%
% of portfolio
0.42%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding OUSM
# of Institutions
125Shares Held
14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.57MShares$67 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.52MShares$64.9 Million0.02% of portfolio
-
Capital Analysts, LLC Fort Washington, PA837KShares$35.8 Million1.31% of portfolio
-
Avantax Advisory Services, Inc.825KShares$35.3 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA787KShares$33.6 Million0.01% of portfolio