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 $1.75 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
34,662
Previous 33,892
2.27%
Holding current value
$1.75 Million
Previous $1.83 Million
0.6%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding OUSA
# of Institutions
135Shares Held
7.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.49MShares$75.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC517KShares$26.1 Million0.01% of portfolio
-
Thurston, Springer, Miller, Herd & Titak, Inc. Indianapolis, IN465KShares$23.5 Million4.41% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN448KShares$22.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC410KShares$20.7 Million0.0% of portfolio