A detailed history of Kestra Private Wealth Services, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 90,679 shares of OUSM stock, worth $3.68 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
90,679
Previous 72,946 24.31%
Holding current value
$3.68 Million
Previous $2.86 Million 35.06%
% of portfolio
0.09%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$38.28 - $42.57 $678,819 - $754,893
17,733 Added 24.31%
90,679 $3.86 Million
Q4 2023

Feb 05, 2024

BUY
$33.36 - $39.44 $323,758 - $382,765
9,705 Added 15.35%
72,946 $2.86 Million
Q3 2023

Nov 07, 2023

BUY
$34.88 - $37.73 $171,749 - $185,782
4,924 Added 8.44%
63,241 $2.22 Million
Q2 2023

Aug 08, 2023

BUY
$34.02 - $36.7 $523,771 - $565,033
15,396 Added 35.87%
58,317 $2.14 Million
Q1 2023

May 12, 2023

BUY
$33.63 - $37.55 $13,418 - $14,982
399 Added 0.94%
42,921 $1.52 Million
Q4 2022

Jan 31, 2023

BUY
$31.85 - $35.41 $1.35 Million - $1.51 Million
42,522 New
42,522 $1.43 Million

Others Institutions Holding OUSM

About ALPS ETF TR OSHARES U S SMALL


  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.