Castle Wealth Management LLC Alps ETF Tr Oshares U S Small Transaction History

Castle Wealth Management LLC

  • $183 Million
  • Q4 2024

A detailed history of Castle Wealth Management LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Castle Wealth Management LLC holds 91,606 shares of OUSM stock, worth $3.99 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
91,606
Previous 88,648 3.34%
Holding current value
$3.99 Million
Previous $4 Million 0.15%
% of portfolio
2.19%
Previous 2.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$43.6 - $47.2 $128,968 - $139,617
2,958 Added 3.34%
91,606 $4 Million
Q3 2024

Oct 31, 2024
BUY
$40.6 - $45.07 $790,157 - $877,152
19,462 Added 28.13%
88,648 $4 Million
Q2 2024

Jul 22, 2024
BUY
$39.56 - $42.45 $238,269 - $255,676
6,023 Added 9.54%
69,186 $2.85 Million
Q1 2024

Apr 29, 2024
BUY
$38.28 - $42.57 $55,467 - $61,683
1,449 Added 2.35%
63,163 $2.69 Million
Q4 2023

Jan 31, 2024
BUY
$33.36 - $39.44 $2.06 Million - $2.43 Million
61,714 New
61,714 $2.42 Million

Others Institutions Holding OUSM

# of Institutions
122
Shares Held
13.4M
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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