Fiduciary Planning LLC Alps ETF Tr Oshares U S Small Transaction History
Fiduciary Planning LLC
- $205 Million
- Q2 2024
A detailed history of Fiduciary Planning LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Fiduciary Planning LLC holds 51,463 shares of OUSM stock, worth $2.28 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
51,463
Previous 150,083
65.71%
Holding current value
$2.28 Million
Previous $6.39 Million
66.8%
% of portfolio
1.03%
Previous 3.01%
Shares
4 transactions
Others Institutions Holding OUSM
# of Institutions
93Shares Held
8.81MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.27MShares$56.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY940KShares$41.7 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.700KShares$31.1 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA561KShares$24.9 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN550KShares$24.4 Million0.05% of portfolio