Month | Name | Total no. shares held | Percent Holding |
---|---|---|---|
Mar 31, 2025 | Alps/Smith Balanced Opportunity Fund | 450 | 0.00% |
Sep 30, 2024 | Alps/Smith Balanced Opportunity Fund | 511 | 0.00% |
Jun 30, 2024 | Alps/Smith Balanced Opportunity Fund | 986 | 0.00% |
Mar 31, 2024 | Alps/Smith Balanced Opportunity Fund | 1,206 | 0.00% |
Dec 31, 2023 | Alps/Smith Balanced Opportunity Fund | 1,206 | 0.00% |
Sep 30, 2023 | Alps/Smith Balanced Opportunity Fund | 1,206 | 0.00% |
Jun 30, 2023 | Alps/Smith Balanced Opportunity Fund | 1,106 | 0.00% |
Mar 31, 2023 | Alps/Smith Balanced Opportunity Fund | 931 | 0.00% |