Beaumont Financial Advisors, LLC Alps ETF Tr Oshares U S Qualit Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Alps ETF Tr Oshares U S Qualit stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 28,341 shares of OUSA stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

28,341

Previous 29,337 3.4%

Holding current value

$1.56 Million

Previous $1.58 Million 4.99%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$53.0 - $55.5 $52,788 - $55,278	-996 Reduced 3.4%	28,341 $1.51 Million
Q3 2024 Oct 09, 2024	SELL	$48.87 - $54.0 $949,983 - $1.05 Million	-19,439 Reduced 39.85%	29,337 $1.58 Million
Q2 2024 Jul 24, 2024	SELL	$46.85 - $50.14 $58,796 - $62,925	-1,255 Reduced 2.51%	48,776 $2.42 Million
Q1 2024 May 10, 2024	BUY	$45.74 - $49.41 $3,293 - $3,557	72 Added 0.14%	50,031 $2.47 Million
Q4 2023 Jan 31, 2024	SELL	$40.56 - $46.09 $93,774 - $106,560	-2,312 Reduced 4.42%	49,959 $2.3 Million
Q3 2023 Nov 01, 2023	BUY	$41.93 - $45.06 $18,616 - $20,006	444 Added 0.86%	52,271 $2.19 Million
Q2 2023 Aug 02, 2023	SELL	$41.51 - $43.99 $8,177 - $8,666	-197 Reduced 0.38%	51,827 $2.28 Million
Q1 2023 May 08, 2023	SELL	$39.88 - $43.24 $837 - $908	-21 Reduced 0.04%	52,024 $2.19 Million
Q4 2022 Jan 25, 2023	BUY	$37.02 - $43.35 $1.93 Million - $2.26 Million	52,045 New	52,045 $0

Others Institutions Holding OUSA

# of Institutions

136

Shares Held

7.67M

Call Options Held

Put Options Held

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About ALPS ETF TR OSHARES U S QUALIT

Ticker OUSA
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Alps ETF Tr Oshares U S Qualit Transaction History