Evergreen Private Wealth LLC Alps ETF Tr Oshares U S Small Transaction History

Evergreen Private Wealth LLC

$216 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$33.36 - $39.44 $13,344 - $15,776	400 New	400 $15.7 Million

Others Institutions Holding OUSM

# of Institutions

104

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.3M
Shares

$60.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

983K
Shares

$45.6 Million
0.0% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

755K
Shares

$35.1 Million
0.22% of portfolio
Avantax Advisory Services, Inc.

735K
Shares

$34.1 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

716K
Shares

$33.3 Million
0.01% of portfolio

About ALPS ETF TR OSHARES U S SMALL

Ticker OUSM
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