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

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Alps ETF Tr Oshares U S Qualit stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 35,623 shares of OUSA stock, worth $1.98 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

35,623

Previous 34,141 4.34%

Holding current value

$1.98 Million

Previous $1.82 Million 5.84%

% of portfolio

0.15%

Previous 0.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$47.97 - $54.0 $71,091 - $80,028	1,482 Added 4.34%	35,623 $1.92 Million
Q1 2025 May 09, 2025	SELL	$51.94 - $55.24 $27,060 - $28,780	-521 Reduced 1.5%	34,141 $1.82 Million
Q4 2024 Jan 30, 2025	BUY	$53.0 - $55.5 $40,810 - $42,735	770 Added 2.27%	34,662 $1.84 Million
Q3 2024 Nov 05, 2024	BUY	$48.87 - $54.0 $1.66 Million - $1.83 Million	33,892 New	33,892 $1.83 Million

Others Institutions Holding OUSA

# of Institutions

136

Shares Held

7.97M

Call Options Held

Put Options Held

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About ALPS ETF TR OSHARES U S QUALIT

Ticker OUSA
Sector ETFs
Industry ETFs

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