Beam Wealth Advisors, Inc. Alps ETF Tr Oshares U S Small Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
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 23,227 shares of OUSM stock, worth $1.02 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
23,227
Previous 19,566
18.71%
Holding current value
$1.02 Million
Previous $881,000
15.1%
% of portfolio
0.33%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding OUSM
# of Institutions
119Shares Held
12.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.3MShares$57 Million0.02% of portfolio
-
Morgan Stanley New York, NY983KShares$43.2 Million0.0% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$34 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.773KShares$33.9 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA716KShares$31.4 Million0.01% of portfolio