Personal Cfo Solutions, LLC Alps ETF Tr Oshares U S Qualit Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$46.85 - $50.14 $21,082 - $22,563	-450 Reduced 5.67%	7,482 $371,000
Q1 2024 May 13, 2024	SELL	$45.74 - $49.41 $51,137 - $55,240	-1,118 Reduced 12.35%	7,932 $391,000
Q4 2023 Feb 13, 2024	SELL	$40.56 - $46.09 $98,155 - $111,537	-2,420 Reduced 21.1%	9,050 $417,000
Q3 2023 Nov 13, 2023	SELL	$41.93 - $45.06 $60,966 - $65,517	-1,454 Reduced 11.25%	11,470 $480,000
Q1 2023 May 09, 2023	BUY	$39.88 - $43.24 $13,997 - $15,177	351 Added 2.79%	12,924 $544,000
Q4 2022 Feb 14, 2023	SELL	$37.02 - $43.35 $21,175 - $24,796	-572 Reduced 4.35%	12,573 $520,000
Q2 2022 Aug 05, 2022	BUY	$38.45 - $44.61 $505,425 - $586,398	13,145 New	13,145 $530,000

Others Institutions Holding OUSA

# of Institutions

138

Shares Held

7.68M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.49M
Shares

$79 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

517K
Shares

$27.4 Million
0.01% of portfolio
Thurston, Springer, Miller, Herd & Titak, Inc. Indianapolis, IN

465K
Shares

$24.6 Million
4.41% of portfolio
Ameriprise Financial Inc Minneapolis, MN

448K
Shares

$23.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

410K
Shares

$21.7 Million
0.0% of portfolio

About ALPS ETF TR OSHARES U S QUALIT

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