One Ascent Wealth Management LLC Alps ETF Tr Oshares U S Small Transaction History

One Ascent Wealth Management LLC

  • $271 Million
  • Q2 2025

A detailed history of One Ascent Wealth Management LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 13,061 shares of OUSM stock, worth $583,565. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,061
Previous 18,721 30.23%
Holding current value
$583,565
Previous $787,000 28.34%
% of portfolio
0.21%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$37.73 - $43.54 $213,551 - $246,436
-5,660 Reduced 30.23%
13,061 $564,000
Q1 2025

May 05, 2025
BUY
$41.26 - $44.98 $104,264 - $113,664
2,527 Added 15.6%
18,721 $787,000
Q4 2024

Feb 12, 2025
BUY
$43.6 - $47.2 $200,036 - $216,553
4,588 Added 39.53%
16,194 $708,000
Q3 2024

Nov 07, 2024
BUY
$40.6 - $45.07 $471,203 - $523,082
11,606 New
11,606 $523,000

Others Institutions Holding OUSM

# of Institutions
129
Shares Held
13.9M
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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