Wealth Plan Investment Management, LLC Alps ETF Tr Oshares U S Small Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 32,981 shares of OUSM stock, worth $1.46 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
32,981Holding current value
$1.46 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding OUSM
# of Institutions
104Shares Held
10.6MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.3MShares$57.4 Million0.02% of portfolio
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Morgan Stanley New York, NY983KShares$43.4 Million0.0% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN755KShares$33.4 Million0.22% of portfolio
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Avantax Advisory Services, Inc.735KShares$32.5 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA716KShares$31.6 Million0.01% of portfolio