Trademark Financial Management, LLC Alps ETF Tr Oshares U S Small Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,892 shares of OUSM stock, worth $347,721. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,892
Previous 6,535
20.77%
Holding current value
$347,721
Previous $295 Million
17.15%
% of portfolio
0.27%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding OUSM
# of Institutions
115Shares Held
11.4MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.3MShares$57.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY983KShares$43.3 Million0.0% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN774KShares$34.1 Million0.22% of portfolio
-
Avantax Advisory Services, Inc.735KShares$32.4 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA716KShares$31.5 Million0.01% of portfolio