Orion Portfolio Solutions, LLC ULTIMUS MANAGERS TR Transaction History

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025
Number of Shares
9,776
Previous 9,430 3.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
346 Added 3.67%
9,776 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-4,370 Reduced 31.67%
9,430 $0
Q3 2024

Nov 15, 2024
BUY
N/A
639 Added 4.86%
13,800 $0
Q2 2024

Aug 13, 2024
BUY
N/A
418 Added 3.28%
13,161 $0
Q1 2024

May 09, 2024
BUY
N/A
12,743 New
12,743 $0
Q3 2023

Nov 01, 2023
SELL
N/A
-150 Reduced 1.92%
7,679 $0
Q2 2023

Aug 14, 2023
BUY
N/A
7,829 New
7,829 $0
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