Month | Name | Total no. shares held | Percent Holding |
---|---|---|---|
Mar 31, 2025 | Alps/Smith Balanced Opportunity Fund | 323 | 0.00% |
Sep 30, 2024 | Alps/Smith Balanced Opportunity Fund | 419 | 0.00% |
Jun 30, 2024 | Alps/Smith Balanced Opportunity Fund | 809 | 0.00% |
Mar 31, 2024 | Alps/Smith Balanced Opportunity Fund | 1,129 | 0.00% |
Dec 31, 2023 | Alps/Smith Balanced Opportunity Fund | 959 | 0.00% |
Sep 30, 2023 | Alps/Smith Balanced Opportunity Fund | 1,159 | 0.00% |
Jun 30, 2023 | Alps/Smith Balanced Opportunity Fund | 1,309 | 0.00% |
Mar 31, 2023 | Alps/Smith Balanced Opportunity Fund | 1,464 | 0.00% |