Independent Advisor Alliance Alps ETF Tr Oshares U S Small Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$43.6 - $47.2 $4.44 Million - $4.81 Million	101,945 New	101,945 $4.45 Million

Others Institutions Holding OUSM

# of Institutions

130

Shares Held

14.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.57M
Shares

$68.4 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.52M
Shares

$66.3 Million
0.02% of portfolio
Capital Analysts, LLC Fort Washington, PA

837K
Shares

$36.5 Million
1.31% of portfolio
Avantax Advisory Services, Inc.

825K
Shares

$36 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

787K
Shares

$34.4 Million
0.01% of portfolio

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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.