Summit Financial, LLC Alps ETF Tr Oshares U S Qualit Transaction History

Summit Financial, LLC

  • $1.68 Billion
  • Q1 2024

A detailed history of Summit Financial, LLC transactions in Alps ETF Tr Oshares U S Qualit stock. As of the latest transaction made, Summit Financial, LLC holds 6,819 shares of OUSA stock, worth $338,358. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,819
Previous 8,848 22.93%
Holding current value
$338,358
Previous $407,000 17.44%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$45.74 - $49.41 $92,806 - $100,252
-2,029 Reduced 22.93%
6,819 $336,000
Q3 2023

Nov 07, 2023
BUY
$41.93 - $45.06 $23,061 - $24,783
550 Added 6.63%
8,848 $370,000
Q2 2023

Aug 11, 2023
SELL
$41.51 - $43.99 $234,946 - $248,983
-5,660 Reduced 40.55%
8,298 $365,000
Q4 2022

Feb 07, 2023
BUY
$39.31 - $43.35 $548,688 - $605,079
13,958 New
13,958 $578,000

Others Institutions Holding OUSA

# of Institutions
116
Shares Held
7.21M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR OSHARES U S QUALIT

OUSA Quotes by TradingView
  • Ticker OUSA
  • Sector ETFs
  • Industry ETFs
More about OUSA
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email