Sheets Smith Wealth Management Alps ETF Tr Oshares U S Small Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Sheets Smith Wealth Management holds 102,055 shares of OUSM stock, worth $4.44 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

102,055

Previous 85,838 18.89%

Holding current value

$4.44 Million

Previous $3.87 Million 15.23%

% of portfolio

0.56%

Previous 0.48%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.6 - $47.2 $707,061 - $765,442	16,217 Added 18.89%	102,055 $4.46 Million
Q3 2024 Nov 01, 2024	BUY	$40.6 - $45.07 $78,764 - $87,435	1,940 Added 2.31%	85,838 $3.87 Million
Q2 2024 Jul 30, 2024	SELL	$39.56 - $42.45 $15,982 - $17,149	-404 Reduced 0.48%	83,898 $3.46 Million
Q1 2024 May 08, 2024	BUY	$38.28 - $42.57 $232,015 - $258,016	6,061 Added 7.75%	84,302 $3.59 Million
Q4 2023 Feb 06, 2024	BUY	$33.36 - $39.44 $1.72 Million - $2.03 Million	51,516 Added 192.76%	78,241 $3.07 Million
Q3 2023 Oct 23, 2023	SELL	$34.88 - $37.73 $97,350 - $105,304	-2,791 Reduced 9.46%	26,725 $938,000
Q2 2023 Aug 09, 2023	BUY	$34.02 - $36.7 $612 - $660	18 Added 0.06%	29,516 $1.08 Million
Q1 2023 May 26, 2023	BUY	$33.63 - $37.55 $990,840 - $1.11 Million	29,463 Added 84180.0%	29,498 $1.04 Million
Q1 2023 May 12, 2023	SELL	$33.63 - $37.55 $960,573 - $1.07 Million	-28,563 Reduced 99.88%	35 $1,000
Q3 2022 Nov 01, 2022	SELL	$29.99 - $35.24 $299 - $352	-10 Reduced 0.03%	28,598 $858,000
Q2 2022 Jul 27, 2022	BUY	$30.43 - $35.43 $870,541 - $1.01 Million	28,608 New	28,608 $904,000

Others Institutions Holding OUSM

# of Institutions

122

Shares Held

13.4M

Call Options Held

Put Options Held

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About ALPS ETF TR OSHARES U S SMALL

Ticker OUSM
Sector ETFs
Industry ETFs

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Sheets Smith Wealth Management Alps ETF Tr Oshares U S Small Transaction History