IA
OS

IFP Advisors’s OneStream, Inc. Class A Common Stock OS Stock Holding History

IFP Advisors’s Portfolio OS Stock Details OS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.8K Sell
630
-5,876
-90% -$166K ﹤0.01% 2609
2025
Q1 		$139K Buy
6,506
+624
+11% +$13.3K ﹤0.01% 1345
2024
Q4 		$168K Buy
+5,882
New +$168K 0.01% 1211