Month | Name | Total no. shares held | Percent Holding |
---|---|---|---|
Mar 31, 2025 | Alps/Smith Balanced Opportunity Fund | 324 | 0.00% |
Sep 30, 2024 | Alps/Smith Balanced Opportunity Fund | 365 | 0.00% |
Jun 30, 2024 | Alps/Smith Balanced Opportunity Fund | 705 | 0.00% |
Mar 31, 2024 | Alps/Smith Balanced Opportunity Fund | 915 | 0.00% |
Dec 31, 2023 | Alps/Smith Balanced Opportunity Fund | 825 | 0.00% |
Sep 30, 2023 | Alps/Smith Balanced Opportunity Fund | 735 | 0.00% |