Fiduciary Planning LLC Alps ETF Tr Oshares U S Small Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

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 39,843 shares of OUSM stock, worth $1.67 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

39,843

Previous 46,486 14.29%

Holding current value

$1.67 Million

Previous $2.03 Million 17.73%

% of portfolio

0.72%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$41.26 - $44.98 $274,090 - $298,802	-6,643 Reduced 14.29%	39,843 $1.67 Million
Q4 2024 Jan 24, 2025	SELL	$43.6 - $47.2 $132,587 - $143,535	-3,041 Reduced 6.14%	46,486 $2.03 Million
Q3 2024 Oct 22, 2024	SELL	$40.6 - $45.07 $78,601 - $87,255	-1,936 Reduced 3.76%	49,527 $2.23 Million
Q2 2024 Aug 06, 2024	SELL	$39.56 - $42.45 $3.9 Million - $4.19 Million	-98,620 Reduced 65.71%	51,463 $2.12 Million
Q1 2024 Apr 29, 2024	BUY	$38.28 - $42.57 $216,128 - $240,350	5,646 Added 3.91%	150,083 $6.39 Million
Q4 2023 Jan 25, 2024	BUY	$33.36 - $39.44 $3.32 Million - $3.93 Million	99,597 Added 222.12%	144,437 $5.66 Million
Q3 2023 Oct 26, 2023	BUY	$34.88 - $37.73 $1.56 Million - $1.69 Million	44,840 New	44,840 $1.57 Million

Others Institutions Holding OUSM

# of Institutions

124

Shares Held

13.5M

Call Options Held

Put Options Held

View Full List

About ALPS ETF TR OSHARES U S SMALL

Ticker OUSM
Sector ETFs
Industry ETFs

More about OUSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Account

Fiduciary Planning LLC Alps ETF Tr Oshares U S Small Transaction History