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

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 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 34,748 shares of OUSA stock, worth $1.95 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
34,748
Previous 35,623 2.46%
Holding current value
$1.95 Million
Previous $1.92 Million 2.19%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$53.48 - $56.56 $46,795 - $49,490
-875 Reduced 2.46%
34,748 $1.96 Million
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
149
Shares Held
7.28M
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
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