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

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 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 12,447 shares of OUSM stock, worth $538,457. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,447
Previous 13,061 4.7%
Holding current value
$538,457
Previous $564,000 1.24%
% of portfolio
0.31%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$42.79 - $45.73 $26,273 - $28,078
-614 Reduced 4.7%
12,447 $557,000
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
131
Shares Held
15.7M
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
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management 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 One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email