Beam Wealth Advisors, Inc. Alps ETF Tr Oshares U S Small Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 19,566 shares of OUSM stock, worth $864,425. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,566
Previous 13,982
39.94%
Holding current value
$864,425
Previous $576,000
52.95%
% of portfolio
0.27%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding OUSM
# of Institutions
104Shares Held
10.6MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.3MShares$57.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY983KShares$43.4 Million0.0% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN755KShares$33.4 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.735KShares$32.5 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA716KShares$31.6 Million0.01% of portfolio