Fiduciary Planning LLC Alps ETF Tr Oshares U S Small Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Fiduciary Planning LLC holds 39,843 shares of OUSM stock, worth $1.59 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

39,843

Previous 46,486 14.29%

Holding current value

$1.59 Million

Previous $2.03 Million 17.73%

% of portfolio

0.72%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$41.26 - $44.98 $274,090 - $298,802	-6,643 Reduced 14.29%	39,843 $1.67 Million
Q4 2024 Jan 24, 2025	SELL	$43.6 - $47.2 $132,587 - $143,535	-3,041 Reduced 6.14%	46,486 $2.03 Million
Q3 2024 Oct 22, 2024	SELL	$40.6 - $45.07 $78,601 - $87,255	-1,936 Reduced 3.76%	49,527 $2.23 Million
Q2 2024 Aug 06, 2024	SELL	$39.56 - $42.45 $3.9 Million - $4.19 Million	-98,620 Reduced 65.71%	51,463 $2.12 Million
Q1 2024 Apr 29, 2024	BUY	$38.28 - $42.57 $216,128 - $240,350	5,646 Added 3.91%	150,083 $6.39 Million
Q4 2023 Jan 25, 2024	BUY	$33.36 - $39.44 $3.32 Million - $3.93 Million	99,597 Added 222.12%	144,437 $5.66 Million
Q3 2023 Oct 26, 2023	BUY	$34.88 - $37.73 $1.56 Million - $1.69 Million	44,840 New	44,840 $1.57 Million

Others Institutions Holding OUSM

# of Institutions

122

Shares Held

13.5M

Call Options Held

Put Options Held

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About ALPS ETF TR OSHARES U S SMALL

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Fiduciary Planning LLC Alps ETF Tr Oshares U S Small Transaction History