Wealth Plan Investment Management, LLC Alps ETF Tr Oshares U S Small Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 33,937 shares of OUSM stock, worth $1.44 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
33,937
Previous 34,045 0.32%
Holding current value
$1.44 Million
Previous $1.49 Million 4.1%
% of portfolio
0.15%
Previous 0.16%

Shares

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

May 09, 2025
SELL
$41.26 - $44.98 $4,456 - $4,857
-108 Reduced 0.32%
33,937 $1.43 Million
Q4 2024

Jan 30, 2025
BUY
$43.6 - $47.2 $46,390 - $50,220
1,064 Added 3.23%
34,045 $1.49 Million
Q3 2024

Nov 05, 2024
BUY
$40.6 - $45.07 $1.34 Million - $1.49 Million
32,981 New
32,981 $1.49 Million

Others Institutions Holding OUSM

# of Institutions
125
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR OSHARES U S SMALL

OUSM Quotes by TradingView
  • Ticker OUSM
  • Sector ETFs
  • Industry ETFs
More about OUSM
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