A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,327 shares of OUSM stock, worth $238,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,327
Previous 5,227 1.91%
Holding current value
$238,063
Previous $222,000 1.35%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$39.56 - $42.45 $3,956 - $4,245
100 Added 1.91%
5,327 $219,000
Q1 2024

Apr 15, 2024

SELL
$38.28 - $42.57 $73,842 - $82,117
-1,929 Reduced 26.96%
5,227 $222,000
Q4 2023

Jan 30, 2024

SELL
$33.36 - $39.44 $38,297 - $45,277
-1,148 Reduced 13.82%
7,156 $280,000
Q3 2023

Nov 13, 2023

BUY
$34.88 - $37.73 $289,643 - $313,309
8,304 New
8,304 $291,000

Others Institutions Holding OUSM

About ALPS ETF TR OSHARES U S SMALL


  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.