Month | Name | Total no. shares held | Percent Holding |
---|---|---|---|
Mar 31, 2025 | Alps/Smith Balanced Opportunity Fund | 366 | 0.00% |
Sep 30, 2024 | Alps/Smith Balanced Opportunity Fund | 372 | 0.00% |
Jun 30, 2024 | Alps/Smith Balanced Opportunity Fund | 747 | 0.00% |
Mar 31, 2024 | Alps/Smith Balanced Opportunity Fund | 802 | 0.00% |
Dec 31, 2023 | Alps/Smith Balanced Opportunity Fund | 852 | 0.00% |
Sep 30, 2023 | Alps/Smith Balanced Opportunity Fund | 1,332 | 0.00% |
Jun 30, 2023 | Alps/Smith Balanced Opportunity Fund | 1,472 | 0.00% |
Mar 31, 2023 | Alps/Smith Balanced Opportunity Fund | 1,977 | 0.00% |