Goal Vest Advisory LLC Alps ETF Tr Oshares U S Small Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
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 $98,545. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,217
Previous 2,217
-0.0%
Holding current value
$98,545
Previous $99,000
3.03%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding OUSM
# of Institutions
122Shares Held
13.4MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$81.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.24MShares$55 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA777KShares$34.5 Million0.01% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$34.4 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.773KShares$34.4 Million0.22% of portfolio