Summit Financial Wealth Advisors, LLC Alps ETF Tr Oshares U S Small Transaction History
Summit Financial Wealth Advisors, LLC
- $632 Million
- Q4 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 48,140 shares of OUSM stock, worth $2.08 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
48,140Holding current value
$2.08 Million% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding OUSM
# of Institutions
129Shares Held
15.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.99MShares$86.2 Million0.02% of portfolio
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Morgan Stanley New York, NY1.69MShares$72.9 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$59.2 Million0.02% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.08MShares$46.8 Million0.06% of portfolio
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Avantax Advisory Services, Inc.903KShares$39 Million0.22% of portfolio