Number of Shares
7,580.00
Current Holdings Value*
$410,330.00
% of Portfolio
0.19%
Total Estimate Gain
$-7,586.06
% of Total Estimate Gain
-1.86%

Intrepid Financial Planning Group LLC's ALPS OShares U.S. Quality Dividend ETF Holding Summary

As of 2025-03-31, Intrepid Financial Planning Group LLC held 7,580.00 shares of ALPS OShares U.S. Quality Dividend ETF(OUSA), totaling $410,330.00. This investment constitutes 0.19% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.05% of the outstanding ALPS OShares U.S. Quality Dividend ETF(OUSA) stock.

The initial trade took place in 2025Q1. And since then Intrepid Financial Planning Group LLC has made 1 purchases of OUSA, at an average price of $53.84, for a total of 7,580.00 shares. Based on historical transaction data and OUSA's current price of $52.84, Intrepid Financial Planning Group LLC's estimated gain on his OUSA holdings is $-7,586.06, reflecting a -1.86% gain to date.

Intrepid Financial Planning Group LLC OUSA ($52.84) Holding Chart

Intrepid Financial Planning Group LLC OUSA ($52.84) 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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