One Ascent Wealth Management LLC Alps ETF Tr Oshares U S Small Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
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 16,194 shares of OUSM stock, worth $652,618. This represents 0.29% of its overall portfolio holdings.
Number of Shares
16,194
Previous 11,606
39.53%
Holding current value
$652,618
Previous $523,000
35.37%
% of portfolio
0.29%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding OUSM
# of Institutions
122Shares Held
13.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.83MShares$73.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.24MShares$49.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA777KShares$31.3 Million0.01% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$31.2 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.773KShares$31.1 Million0.22% of portfolio