Kestra Private Wealth Services, LLC Alps ETF Tr Oshares U S Small Transaction History

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024

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 79,620 shares of OUSM stock, worth $3.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
79,620
Previous 89,152 10.69%
Holding current value
$3.5 Million
Previous $3.68 Million 2.37%
% of portfolio
0.07%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$40.6 - $45.07 $386,999 - $429,607
-9,532 Reduced 10.69%
79,620 $3.59 Million
Q2 2024

Aug 12, 2024
SELL
$39.56 - $42.45 $60,408 - $64,821
-1,527 Reduced 1.68%
89,152 $3.68 Million
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
$30.41 - $35.41 $1.29 Million - $1.51 Million
42,522 New
42,522 $1.43 Million

Others Institutions Holding OUSM

# of Institutions
104
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR OSHARES U S SMALL

OUSM Quotes by TradingView
  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
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