Berkeley, Inc OUSM Holdings History
Berkeley, Inc's ALPS OShares U.S. Small-Cap Quality Dividend ETF Holding Summary
As of 2025-03-31, Berkeley, Inc held 159,687.00 shares of ALPS OShares U.S. Small-Cap Quality Dividend ETF(OUSM), totaling $6.71 Mil. This investment constitutes 3.15% of their stock portfolio, and Berkeley, Inc now holds 0.77% of the outstanding ALPS OShares U.S. Small-Cap Quality Dividend ETF(OUSM) stock.
The initial trade took place in 2024Q3. And since then Berkeley, Inc has made 3 purchases of OUSM, at an average price of $43.62, for a total of 159,687.00 shares. Based on historical transaction data and OUSM's current price of $43.86, Berkeley, Inc's estimated gain on his OUSM holdings is $38,962.69, reflecting a 0.56% gain to date.
Berkeley, Inc OUSM ($43.86) Holding Chart
Berkeley, Inc OUSM ($43.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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