Fiduciary Planning LLC Alps ETF Tr Oshares U S Small Transaction History
Fiduciary Planning LLC
- $235 Million
- Q2 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 33,030 shares of OUSM stock, worth $1.48 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
33,030
Previous 39,843
17.1%
Holding current value
$1.48 Million
Previous $1.67 Million
14.55%
% of portfolio
0.61%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding OUSM
# of Institutions
128Shares Held
13.9MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.64MShares$73.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.6MShares$71.9 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.903KShares$40.5 Million0.22% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$34.7 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA763KShares$34.2 Million0.01% of portfolio