Goal Vest Advisory LLC Alps ETF Tr Oshares U S Small Transaction History
Goal Vest Advisory LLC
- $393 Million
- Q2 2025
A detailed history of Goal Vest Advisory LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,217 shares of OUSM stock, worth $99,454. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,217
Previous 2,217
-0.0%
Holding current value
$99,454
Previous $92,000
3.26%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding OUSM
# of Institutions
129Shares Held
13.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.57MShares$70.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.52MShares$68.1 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.903KShares$40.5 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA787KShares$35.3 Million0.01% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$34.7 Million0.22% of portfolio