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

Fiduciary Planning LLC

  • $220 Million
  • Q3 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 49,527 shares of OUSM stock, worth $2.18 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
49,527
Previous 51,463 3.76%
Holding current value
$2.18 Million
Previous $2.12 Million 5.23%
% of portfolio
1.01%
Previous 1.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
104
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR OSHARES U S SMALL

OUSM Quotes by TradingView
  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
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