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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 34,662 shares of OUSA stock, worth $1.74 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
34,662
Previous 33,892 2.27%
Holding current value
$1.74 Million
Previous $1.83 Million 0.6%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
134
Shares Held
7.71M
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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email